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Ratio Wealth Group Current Holdings: USA Preferred Shares

Ratio Wealth Group current holdings: USA Preferred Shares

Ratio Wealth Group reported $0.03 billion in preferred shares (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are PFFD, PFF.

  • PFFD: Country of operation —; Class US PFD ETF; Shares 1,240,179; Value $25,002,006.
  • PFF: Country of operation —; Class PFD AND INCM SEC; Shares 140,378; Value $4,524,383.

Form 13F-HR as filed (SEC CIK 1971024): quarter ended 2024-03-31, filed 2024-05-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
PFFD
GLOBAL X FDS
US PFD ETF1,240,179$25,002,0062024-03-312024-05-13
PFF
ISHARES TR
PFD AND INCM SEC140,378$4,524,3832024-03-312024-05-13

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