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HighTower Advisors, LLC Last Quarter Change: USA Preferred Shares, Sold Out

HighTower Advisors, LLC quarter change: USA Preferred Shares, Sold out

In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, HighTower Advisors, LLC opened 2 positions, added to 5, reduced 6, sold out of 2 and left 1 unchanged. The largest increase in value was CSPF (+$3,911,792); the largest decrease was CSPF (-$3,737,292).

  • CSPF: Country of operation —; Class PREFERRED AND IN; Shares 2026-03-31 145,789; Shares 2026-06-30 0.
  • JHPI: Country of operation —; Class PREFERRED INCOME; Shares 2026-03-31 35,271; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1462245): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-05). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CSPF
COHEN & STEERS ETF TRUST
PREFERRED AND IN145,7890-145,789$3,737,292$0-$3,737,292
JHPI
JOHN HANCOCK EXCHANGE TRADED
PREFERRED INCOME35,2710-35,271$796,430$0-$796,430

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