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Crew Capital Management, Ltd Historic Quarter Change: USA Preferred Shares, New

Crew Capital Management, Ltd historic quarter change: USA Preferred Shares, New

In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Crew Capital Management, Ltd opened 2 positions, added to 6, reduced 5 and sold out of 2.

  • Q1 2024: Stock PGX; Country of operation —; Class PFD ETF; Shares before 0.
  • Q1 2024: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1835669), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024PGX
INVESCO EXCH TRADED FD TR II
PFD ETF032,349+32,349$0$384,306+$384,3062024-04-29
Q1 2024PFFD
GLOBAL X FDS
US PFD ETF015,595+15,595$0$314,392+$314,3922024-04-29

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