Joule Financial, 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, Joule Financial, LLC opened 1 positions, added to 4, reduced 3 and sold out of 1.
- Q2 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 12,481.
- Q3 2025: Stock PGX; Country of operation —; Class PFD ETF; Shares before 12,320.
- Q1 2025: Stock PGX; Country of operation —; Class PFD ETF; Shares before 17,385.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1929070), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). 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 2022-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TRUST CO OF OKLAHOMA | United States | $0.343B | 184 |
| Eleva Capital SAS | France | $0.343B | 24 |
| PUZO MICHAEL J | United States | $0.343B | 379 |
| WARBURG PINCUS LLC | United States | $0.343B | 3 |
| LONG WALK MANAGEMENT LP | United States | $0.344B | 11 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | United States | $0.343B | 59 |
| Cedar Wealth Management, LLC | United States | $0.344B | 89 |
| Westbourne Investment Advisors, Inc. | United States | $0.343B | 115 |
| Acorn Wealth Advisors, LLC | United States | $0.343B | 264 |
| Thrive Capital Management, LLC | United States | $0.344B | 5 |