Aurora Private Wealth, Inc. historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, Aurora Private Wealth, Inc. opened 1 positions, added to 5, reduced 2 and sold out of 0.
- Q1 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 38,335.
- Q1 2025: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 25,465.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802132), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-02-02); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MOSAIC FINANCIAL GROUP, LLC | United States | $0.000B | 126 |
| Orographic Financial Advisors, LLC | United States | $0.000B | 106 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | United States | $0.000B | 83 |
| PIN OAK INVESTMENT ADVISORS INC | United States | $0.000B | 504 |
| MOUNT VERNON ASSOCIATES INC /MD/ | United States | $0.000B | 60 |
| STONERIDGE INVESTMENT PARTNERS LLC | United States | $0.000B | 128 |
| Covestor Ltd | United Kingdom | $0.000B | 2,927 |
| Aurora Investment Managers, LLC. | United States | $0.000B | 30 |
| Aquamarine Zurich AG | Switzerland | $0.000B | 7 |
| SENTRY INVESTMENT MANAGEMENT LLC | United States | $0.000B | 1 |