Capital Investment Advisors, LLC quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Capital Investment Advisors, LLC opened 1 positions, added to 0, reduced 4, sold out of 0 and left 0 unchanged. The largest increase in value was CSPF (+$83,576,238); the largest decrease was PGF (-$32,705).
- PGF: Country of operation —; Class FINL PFD ETF; Shares 2026-03-31 26,178; Shares 2026-06-30 23,888.
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 2026-03-31 29,261; Shares 2026-06-30 28,110.
- PGX: Country of operation —; Class PFD ETF; Shares 2026-03-31 25,536; Shares 2026-06-30 24,627.
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 21,992; Shares 2026-06-30 21,700.
Two Form 13F-HR filings compared (SEC CIK 1582732): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-08-06). 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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