Advertisement
Screener

Ausdal Financial Partners, Inc. Historic Quarter Change: USA Preferred Shares, Added

Ausdal Financial Partners, Inc. historic quarter change: USA Preferred Shares, Added

In preferred shares (listed in the US), over 13 quarters from 2015-12-31 to 2026-06-30, Ausdal Financial Partners, Inc. opened 7 positions, added to 28, reduced 31 and sold out of 10.

  • Q2 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 13,196.
  • Q2 2026: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 27,994.
  • Q1 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 29,703.
  • Q4 2025: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 28,630.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1667146), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05). 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 2015-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PFF
ISHARES TR
PFD AND INCM SEC13,19639,949+26,753$400,077$1,218,044+$817,9672026-08-14
Q2 2026PFXF
VANECK ETF TRUST
PREFERRED SECURT27,99429,646+1,652$491,010$528,880+$37,8702026-08-14
Q1 2026FPE
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF29,70330,429+726$541,184$540,114-$1,0702026-05-12
Q4 2025FPE
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF28,63029,703+1,073$522,204$541,184+$18,9802026-02-13
Q4 2025PGX
INVESCO EXCH TRADED FD TR II
PFD ETF34,14734,537+390$396,107$388,196-$7,9112026-02-13
Q3 2025PFF
ISHARES TR
PFD AND INCM SEC9,93914,998+5,059$304,933$474,236+$169,3032025-11-14
Q3 2025FPE
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF24,87128,630+3,759$442,701$522,204+$79,5032025-11-14
Q3 2025PFXF
VANECK ETF TRUST
PREFERRED SECURT33,16434,505+1,341$567,775$613,157+$45,3822025-11-14
Q3 2025PGX
INVESCO EXCH TRADED FD TR II
PFD ETF31,71634,147+2,431$353,001$396,107+$43,1062025-11-14
Q2 2025PFF
ISHARES TR
PFD AND INCM SEC6,8269,939+3,113$209,750$304,933+$95,1832025-08-14
Q1 2025PGX
INVESCO EXCH TRADED FD TR II
PFD ETF35,48665,082+29,596$409,156$730,218+$321,0622025-05-15
Q1 2025VRP
INVESCO EXCH TRADED FD TR II
VAR RATE PFD51,84657,201+5,355$1,254,159$1,386,545+$132,3862025-05-15
Q1 2025PFFV
GLOBAL X FDS
RATE PREFERRED52,44657,423+4,977$1,236,226$1,358,629+$122,4032025-05-15
Q1 2025PFXF
VANECK ETF TRUST
PREFERRED SECURT91,04694,158+3,112$1,570,548$1,578,094+$7,5462025-05-15
Q1 2025QPFF
AMERICAN CENTY ETF TR
QUALITY PREFER7,0847,104+20$254,802$251,346-$3,4562025-05-15
Q4 2024FPE
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF39,00544,138+5,133$705,982$781,238+$75,2562025-02-12
Q4 2024PGX
INVESCO EXCH TRADED FD TR II
PFD ETF27,69135,486+7,795$341,988$409,156+$67,1682025-02-12
Q3 2024FPE
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF38,92439,005+81$675,717$705,982+$30,2652024-10-04
Q3 2024PGX
INVESCO EXCH TRADED FD TR II
PFD ETF27,37727,691+314$316,199$341,988+$25,7892024-10-04
Q2 2024PFFV
GLOBAL X FDS
RATE PREFERRED52,03754,677+2,640$1,232,236$1,292,976+$60,7402024-08-06
Q2 2024PFXF
VANECK ETF TRUST
PREFERRED SECURT93,67593,703+28$1,657,111$1,621,058-$36,0532024-08-06
Q2 2024VRP
INVESCO EXCH TRADED FD TR II
VAR RATE PFD55,36055,842+482$1,315,914$1,337,970+$22,0562024-08-06
Q2 2024PGX
INVESCO EXCH TRADED FD TR II
PFD ETF26,91127,377+466$319,700$316,199-$3,5012024-08-06
Q1 2024PFXF
VANECK ETF TRUST
PREFERRED SECURT11,81193,675+81,864$202,913$1,657,111+$1,454,1982024-04-12
Q3 2016POWERSHARES ETF TR II
CUSIP 73936T565
PFD PORTFOLIO33,30952,383+19,074$508,000$793,000+$285,0002016-10-25
Q3 2016PFF
ISHARES TR
U.S. PFD STK ETF42,36948,405+6,036$1,690,000$1,912,000+$222,0002016-10-25
Q2 2016PFF
ISHARES TR
U.S. PFD STK ETF38,59242,369+3,777$1,506,000$1,690,000+$184,0002016-07-29
Q1 2016PFF
ISHARES TR
U.S. PFD STK ETF31,89038,592+6,702$1,239,000$1,506,000+$267,0002016-05-05

Similar Firms

Firm NameCountry13F ValueHoldings
Port Capital LLCUnited States$2.249B82
Prosperity Consulting Group, LLCUnited States$2.248B524
Linscomb Wealth, Inc.United States$2.247B337
Saudi Electronic Games Holding Co$2.254B1
Gladius Capital Management LPUnited States$2.245B106
Visionary Wealth AdvisorsUnited States$2.260B638
Advocacy Wealth Management, LLCUnited States$2.261B143
Acropolis Investment Management, LLCUnited States$2.263B384
Greenhouse Funds LLLPUnited States$2.234B33
Oribel Capital Management, LPUnited States$2.267B118