Advertisement
Screener

Madden Advisory Services, Inc. Historic Quarter Change: USA Preferred Shares, Sold Out

Madden Advisory Services, Inc. historic quarter change: USA Preferred Shares, Sold out

In preferred shares (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Madden Advisory Services, Inc. opened 4 positions, added to 5, reduced 4 and sold out of 5.

  • Q3 2016: Stock POWERSHARES GLOBAL ETF TRUST; Country of operation —; Class PFD PORTFOLIO; Shares before 56,025.
  • Q3 2016: Stock POWERSHARES ETF TRUST; Country of operation —; Class FINL PFD PTFL; Shares before 31,895.
  • Q1 2016: Stock POWERSHARES GLOBAL ETF TRUST; Country of operation —; Class AGG PFD PORT; Shares before 56,025.
  • Q1 2014: Stock PFF; Country of operation —; Class S&P U S PFD FUND; Shares before 22,495.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1542284), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-29); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-24); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-29); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-12); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-30); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). 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 2011-12-31. 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
Q3 2016POWERSHARES GLOBAL ETF TRUST
CUSIP 73936T565
PFD PORTFOLIO56,0250-56,025$853,000$0-$853,0002016-11-09
Q3 2016POWERSHARES ETF TRUST
CUSIP 73935X229
FINL PFD PTFL31,8950-31,895$612,000$0-$612,0002016-11-09
Q1 2016POWERSHARES GLOBAL ETF TRUST
CUSIP 73936T565
AGG PFD PORT56,0250-56,025$837,000$0-$837,0002016-05-10
Q1 2014PFF
ISHARES TR
S&P U S PFD FUND22,4950-22,495$828,000$0-$828,0002014-05-12
Q3 2013GLOBAL X FDS
CUSIP 37950E481
GLBX CDA PFD1,4280-1,428$19,000$0-$19,0002013-11-12

Similar Firms

Firm NameCountry13F ValueHoldings
Selby Wealth Management, LLCUnited States$0.254B81
Sellwood Investment Partners LLCUnited States$0.254B59
LHM, INC.United States$0.254B22
Wealth Quarterback LLCUnited States$0.254B163
Beach Point Capital Management LPUnited States$0.254B11
TORQUE ASSET MANAGEMENT LLCUnited States$0.254B12
MorganRosel Wealth Management, LLCUnited States$0.254B103
1776 Wealth LLCUnited States$0.254B146
TL Private WealthUnited States$0.253B44
LifePlan Investment Advisors, Inc.United States$0.254B122