Parcion Private Wealth LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Parcion Private Wealth LLC opened 1 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was ETPRI (+$197,480); the largest decrease was ETPRI (+$197,480).
- ETPRI: Country of operation United States; Class 9.250% FXD PFD I; Shares 2026-03-31 0; Shares 2026-06-30 17,232.
Two Form 13F-HR filings compared (SEC CIK 1801263): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-27). 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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