ECLECTIC ASSOCIATES INC /ADV quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ECLECTIC ASSOCIATES INC /ADV opened 1 positions, added to 0, reduced 1, sold out of 0 and left 1 unchanged. The largest increase in value was PSK (+$360,086); the largest decrease was PFF (-$4,064).
- PSK: Country of operation —; Class ST STR PFD ETF; Shares 2026-03-31 0; Shares 2026-06-30 11,794.
Two Form 13F-HR filings compared (SEC CIK 743482): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-07). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ABC ARBITRAGE SA | France | $0.753B | 364 |
| GCQ FUNDS MANAGEMENT PTY Ltd | Australia | $0.753B | 11 |
| Talon Private Wealth, LLC | United States | $0.753B | 315 |
| Wallington Asset Management, LLC | United States | $0.752B | 62 |
| FIDUCIARY FINANCIAL GROUP, LLC | United States | $0.754B | 345 |
| Technology Crossover Management IX, Ltd. | United States | $0.752B | 6 |
| HMI Capital Management, L.P. | United States | $0.754B | 11 |
| JOHN G ULLMAN & ASSOCIATES INC | United States | $0.754B | 174 |
| Peterson Wealth Advisors, LLC | United States | $0.752B | 108 |
| Symphony Financial, Ltd. Co. | United States | $0.755B | 315 |