BEAM WEALTH ADVISORS, INC. quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, BEAM WEALTH ADVISORS, INC. opened 1 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was PFXF (+$239,217); the largest decrease was PGX (-$131,364).
- PFXF: Country of operation —; Class PREFERRED SECURT; Shares 2026-03-31 0; Shares 2026-06-30 13,409.
Two Form 13F-HR filings compared (SEC CIK 1803426): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-29). 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; share change is the position change.
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