CW Advisors, LLC current holdings: USA Preferred Shares
CW Advisors, LLC reported $0.01 billion in preferred shares (listed in the US), 4 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are PFF, PFFV, FPE.
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 140,007; Value $4,295,463.
- PFFV: Country of operation —; Class RATE PREFERRED; Shares 162,187; Value $3,697,924.
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 35,000; Value $623,000.
- WELLS FARGO CO NEW: Country of operation United States; Class PERP PFD CNV A; Shares 469; Value $550,666.
Form 13F-HR as filed (SEC CIK 1904976): quarter ended 2025-06-30, filed 2025-08-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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