FINANCIAL ADVISORY PARTNERS, LLC Historic Quarter Change: USA Preferred Shares, Reduced

FINANCIAL ADVISORY PARTNERS, LLC historic quarter change: USA Preferred Shares, Reduced

In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, FINANCIAL ADVISORY PARTNERS, LLC opened 0 positions, added to 0, reduced 10 and sold out of 0.

Q2 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 149,476.
Q1 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 155,211.
Q4 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 157,886.
Q3 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 161,752.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1994252), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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 2021-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	PFF ISHARES TR	PFD AND INCM SEC	149,476	143,749	-5,727	$4,532,112	$4,382,907	-$149,205	2026-07-20
Q1 2026	PFF ISHARES TR	PFD AND INCM SEC	155,211	149,476	-5,735	$4,805,333	$4,532,112	-$273,221	2026-05-01
Q4 2025	PFF ISHARES TR	PFD AND INCM SEC	157,886	155,211	-2,675	$4,992,355	$4,805,333	-$187,022	2026-01-23
Q3 2025	PFF ISHARES TR	PFD AND INCM SEC	161,752	157,886	-3,866	$4,962,551	$4,992,355	+$29,804	2025-10-23
Q2 2025	PFF ISHARES TR	PFD AND INCM SEC	166,877	161,752	-5,125	$5,128,130	$4,962,551	-$165,579	2025-07-14
Q1 2025	PFF ISHARES TR	PFD AND INCM SEC	168,766	166,877	-1,889	$5,306,003	$5,128,130	-$177,873	2025-04-10
Q4 2024	PFF ISHARES TR	PFD AND INCM SEC	179,285	168,766	-10,519	$5,957,641	$5,306,003	-$651,638	2025-01-27
Q3 2024	PFF ISHARES TR	PFD AND INCM SEC	184,690	179,285	-5,405	$5,826,970	$5,957,641	+$130,671	2024-10-09
Q2 2024	PFF ISHARES TR	PFD AND INCM SEC	209,100	184,690	-24,410	$6,739,293	$5,826,970	-$912,323	2024-07-22
Q1 2024	PFF ISHARES TR	PFD AND INCM SEC	213,408	209,100	-4,308	$6,656,196	$6,739,293	+$83,097	2024-04-17

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