Cape Investment Advisory, Inc. quarter change: USA Preferred Shares, Added
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Cape Investment Advisory, Inc. opened 6 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was VRP (+$22,073); the largest decrease was CSPF (+$1,565).
Two Form 13F-HR filings compared (SEC CIK 1944437): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-23). 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.
No position of this class changed this way between the two filings.
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