Momentum Wealth Planning, LLC quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Momentum Wealth Planning, LLC opened 0 positions, added to 0, reduced 1, sold out of 0 and left 1 unchanged. The largest increase in value was BANK OF AMER CORP (+$50,797); the largest decrease was WELLS FARGO & CO (+$1,682).
- BANK OF AMER CORP: Country of operation United States; Class 7.25%CNV PFD L; Shares 2026-03-31 827; Shares 2026-06-30 826.
Two Form 13F-HR filings compared (SEC CIK 2087652): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-05). 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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