Maridea Wealth Management LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Maridea Wealth Management LLC opened 2 positions, added to 2, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was CSPF (+$1,244,759); the largest decrease was CSPF (-$1,186,029).
- CSPF: Country of operation —; Class PFD IN OP AC ETF; Shares 2026-03-31 0; Shares 2026-06-30 47,728.
- PFFD: Country of operation —; Class US PFD ETF; Shares 2026-03-31 0; Shares 2026-06-30 26,076.
Two Form 13F-HR filings compared (SEC CIK 2056245): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-08-06). 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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