Advertisement
Screener

Friedenthal Financial Historic Quarter Change: USA Preferred Shares, Sold Out

Friedenthal Financial historic quarter change: USA Preferred Shares, Sold out

In preferred shares (listed in the US), over 21 quarters from 2013-12-31 to 2026-06-30, Friedenthal Financial opened 5 positions, added to 20, reduced 16 and sold out of 6.

  • Q1 2026: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 5,343.
  • Q4 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 216.
  • Q2 2015: Stock PFF; Country of operation —; Class IShares S&P US Preferred Stock - ETF; Shares before 383,351.
  • Q3 2014: Stock PFF; Country of operation —; Class I Shares U.S. Pfd Stk ETF; Shares before 227,807.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1598611), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-27); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-30); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-29); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-25); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28). 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 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026PGF
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF5,3430-5,343$75,551$0-$75,5512026-04-20
Q4 2025PFF
ISHARES TR
PFD AND INCM SEC2160-216$6,830$0-$6,8302026-01-27
Q2 2015PFF
ISHARES
IShares S&P US Preferred Stock - ETF383,3510-383,351$15,376,000$0-$15,376,0002015-07-30
Q3 2014PFF
I Shares
I Shares U.S. Pfd Stk ETF227,8070-227,807$9,092,000$0-$9,092,0002014-10-29
Q2 2014PFF
I Shares
iShares S&P US Preferred Stock - ETF6,7400-6,740$263,000$0-$263,0002014-07-25
Q1 2014PFF
iShares
S&P US Pfd ETF6,4110-6,411$236,000$0-$236,0002014-04-28

Similar Firms

Firm NameCountry13F ValueHoldings
Northern Capital Management, Inc.United States$0.199B51
BROOKS, MOORE & ASSOCIATES, INC.United States$0.199B110
Finer Wealth Management, Inc.United States$0.199B87
Signature Wealth Management Partners, LLCUnited States$0.199B116
Sitrin Capital Management LLCUnited States$0.200B39
Crown Oak Advisors, LLCUnited States$0.199B23
Flower City CapitalUnited States$0.199B46
Fairfield UniversityUnited States$0.200B4
LCM Capital Management IncUnited States$0.199B110
Fortis Advisors, LLCUnited States$0.200B119