IMA Advisory Services, Inc. quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, IMA Advisory Services, Inc. opened 6 positions, added to 0, reduced 0, sold out of 1 and left 2 unchanged. The largest increase in value was BANK OF AMER CORP (+$1,367,472); the largest decrease was Wells Fargo & Co (-$98,175).
- BANK OF AMER CORP: Country of operation United States; Class 7.25%CNV PFD L; Shares 2026-03-31 0; Shares 2026-06-30 1,111.
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 2026-03-31 0; Shares 2026-06-30 37,872.
- WELLS FARGO & CO: Country of operation United States; Class PERP PFD CNV A; Shares 2026-03-31 0; Shares 2026-06-30 791.
- PGX: Country of operation —; Class PFD ETF; Shares 2026-03-31 0; Shares 2026-06-30 15,170.
Two Form 13F-HR filings compared (SEC CIK 1455495): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-08-10). 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.
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