Modern Wealth Management, LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Modern Wealth Management, LLC opened 7 positions, added to 2, reduced 3 and sold out of 3.
- Q2 2026: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 0.
- Q2 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 0.
- Q2 2026: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 0.
- Q2 2025: Stock BAPRA; Country of operation United States; Class DEP CONV PFD A; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2001900), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-11-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-06-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-05-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-05-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-05-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-05-29). 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 2023-12-31.
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