OMNI 360 Wealth, Inc. quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, OMNI 360 Wealth, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was FPE (+$2,730); the largest decrease was FPE (+$2,730).
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 21,000; Shares 2026-06-30 21,000.
Two Form 13F-HR filings compared (SEC CIK 2010436): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-13). 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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