INVESTED ADVISORS quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, INVESTED ADVISORS opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was CIG (+$27,735); the largest decrease was CIG (+$27,735).
Two Form 13F-HR filings compared (SEC CIK 2090165): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-08-04). 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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Cedarwood Wealth LLC | United States | $0.099B | 81 |
| Vennlight Capital Management, LP | United States | $0.099B | 18 |
| Objective Capital Management, LLC | United States | $0.099B | 95 |
| Alpine Peaks Capital, LP | United States | $0.099B | 21 |
| Susquehanna Capital Management, LLC | United States | $0.099B | 2 |
| Titiun Yejiel | Uruguay | $0.099B | 57 |
| Putney Financial Group LLC | United States | $0.099B | 84 |
| Capstone Capital Management Ltd | Hong Kong | $0.099B | 51 |
| Willow Financial LLC | United States | $0.099B | 37 |
| Peoples Bank/KS | United States | $0.099B | 99 |