Advertisement
Screener

Prospera Financial Services Inc Historic Quarter Change: USA Preferred Shares, New

Prospera Financial Services Inc historic quarter change: USA Preferred Shares, New

In preferred shares (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Prospera Financial Services Inc opened 11 positions, added to 56, reduced 47 and sold out of 12.

  • Q2 2026: Stock CSPF; Country of operation —; Class PFD IN OP AC ETF; Shares before 0.
  • Q1 2026: Stock CSPF; Country of operation —; Class PREFERRED AND IN; Shares before 0.
  • Q4 2025: Stock PREF; Country of operation —; Class SPECTRUM PFD; Shares before 0.
  • Q4 2025: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1541625), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-12); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-26); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-22); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-14); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-16); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-07); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-04); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-04). 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 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CSPF
COHEN & STEERS ETF TRUST
PFD IN OP AC ETF021,511+21,511$0$560,999+$560,9992026-07-15
Q1 2026CSPF
COHEN & STEERS ETF TRUST
PREFERRED AND IN017,445+17,445$0$447,196+$447,1962026-04-14
Q4 2025PREF
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD033,060+33,060$0$630,454+$630,4542026-02-09
Q4 2025PFXF
VANECK ETF TRUST
PREFERRED SECURT011,104+11,104$0$196,113+$196,1132026-02-09
Q3 2024BANK AMERICA CORP
CUSIP 060505682
United States7.25%CNV PFD L0181+181$0$230,413+$230,4132024-11-07
Q2 2024PSK
SPDR SER TR
ICE PFD SEC ETF06,251+6,251$0$212,119+$212,1192024-08-13
Q3 2016FPE
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF012,380+12,380$0$242,000+$242,0002016-10-12
Q1 2016PSK
SPDR SERIES TRUST
WELLS FG PFD ETF0484,935+484,935$0$21,856,000+$21,856,0002016-04-12
Q1 2016PFF
ISHARES TR
U.S. PFD STK ETF0148,566+148,566$0$5,799,000+$5,799,0002016-04-12
Q4 2015PFF
ISHARES TR
U.S. PFD STK ET0137,468+137,468$0$5,341,000+$5,341,0002016-01-12
Q3 2013PFF
ISHARES
U.S. PFD STK ETF0115,353+115,353$0$4,350,000+$4,350,0002013-11-04

Similar Firms

Firm NameCountry13F ValueHoldings
LETKO, BROSSEAU & ASSOCIATES INCCanada$6.205B101
Energy Income Partners, LLCUnited States$6.215B168
NorthRock Partners, LLCUnited States$6.203B678
World Investment AdvisorsUnited States$6.202B1,572
CAPITAL ADVISORS INC/OKUnited States$6.221B377
BARINGS LLCUnited States$6.193B238
Mesirow Financial Investment Management, Inc.United States$6.175B517
Apollon Wealth Management, LLCUnited States$6.153B1,404
AKRE CAPITAL MANAGEMENT LLCUnited States$6.135B20
Arkadios Wealth AdvisorsUnited States$6.129B3,368