Cascade Financial Partners, LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 9 quarters from 2024-03-31 to 2026-06-30, Cascade Financial Partners, LLC opened 3 positions, added to 7, reduced 5 and sold out of 4.
- Q2 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 0.
- Q4 2025: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 0.
- Q2 2025: Stock PREF; Country of operation —; Class SPECTRUM PFD; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2021208), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31). 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 2024-03-31.
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