Powell Investment Advisors, LLC quarter change: USA Preferred Shares, Added
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Powell Investment Advisors, LLC opened 0 positions, added to 1, reduced 0, sold out of 0 and left 3 unchanged. The largest increase in value was PFF (+$233,249); the largest decrease was WELLS FARGO & CO (+$200).
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 2026-03-31 57,293; Shares 2026-06-30 64,624.
Two Form 13F-HR filings compared (SEC CIK 1802195): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-29). 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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