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OPTIMUM INVESTMENT ADVISORS Current Holdings: USA Preferred Shares

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OPTIMUM INVESTMENT ADVISORS current holdings: USA Preferred Shares

OPTIMUM INVESTMENT ADVISORS reported $0.00 billion in preferred shares (listed in the US), 3 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are PGX, PFF, PGF.

  • PGX: Country of operation —; Class PFD ETF; Shares 40,862; Value $473,999.
  • PFF: Country of operation —; Class PFD AND INCM SEC; Shares 7,600; Value $240,312.
  • PGF: Country of operation —; Class FINL PFD ETF; Shares 1,350; Value $19,737.

Form 13F-HR as filed (SEC CIK 1037763): quarter ended 2025-09-30, filed 2025-10-21. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
PGX
INVESCO EXCH TRADED FD TR II		PFD ETF40,862$473,9992025-09-302025-10-21
PFF
ISHARES TR		PFD AND INCM SEC7,600$240,3122025-09-302025-10-21
PGF
INVESCO EXCHANGE TRADED FD T		FINL PFD ETF1,350$19,7372025-09-302025-10-21

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