McIlrath & Eck, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 9 quarters from 2023-12-31 to 2026-03-31, McIlrath & Eck, LLC opened 16 positions, added to 4, reduced 2 and sold out of 10.
- Q1 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 970.
- Q1 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 2,386.
- Q1 2026: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 800.
- Q1 2026: Stock WELLS FARGO CO NEW; Country of operation United States; Class PERP PFD CNV A; Shares before 11.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1701714), 9 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-19); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-19); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
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