Modern Wealth Management, LLC quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Modern Wealth Management, LLC opened 3 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was PFFD (+$20,331,075); the largest decrease was BAPRA (+$35,183).
Two Form 13F-HR filings compared (SEC CIK 2001900): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). 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.
No position of this class changed this way between the two filings.
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