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PMV Capital Advisers, LLC Historic Quarter Change: USA Preferred Shares, New

PMV Capital Advisers, LLC historic quarter change: USA Preferred Shares, New

In preferred shares (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, PMV Capital Advisers, LLC opened 6 positions, added to 0, reduced 0 and sold out of 6.

  • Q1 2026: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 0.
  • Q1 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 0.
  • Q1 2026: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 0.
  • Q1 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1980695), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-08); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026PFXF
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
PREFERRED SECURT012+12$0$206+$2062026-04-16
Q1 2026FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
PFD SECS INC ETF011+11$0$195+$1952026-04-16
Q1 2026PFFD
GLOBAL X U.S. PREFERRED ETF
US PFD ETF09+9$0$172+$1722026-04-16
Q1 2026PGX
INVESCO PREFERRED ETF
PFD ETF016+16$0$172+$1722026-04-16
Q1 2026PFLD
AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF
AAM LW DUR PFD09+9$0$169+$1692026-04-16
Q3 2025PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
PFD AND INCM SEC01+1$0$32+$322025-10-06

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