QP WEALTH MANAGEMENT, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, QP WEALTH MANAGEMENT, LLC opened 0 positions, added to 0, reduced 4 and sold out of 0.
- Q2 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 24,753.
- Q2 2026: Stock FPEI; Country of operation —; Class INSTL PFD SECS; Shares before 51,810.
- Q1 2026: Stock FPEI; Country of operation —; Class INSTL PFD SECS; Shares before 65,182.
- Q1 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 27,001.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802496), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22). 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 2019-12-31.
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