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Resurgent Financial Advisors LLC Last Quarter Change: USA Preferred Shares, Added

Resurgent Financial 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, Resurgent Financial Advisors LLC opened 0 positions, added to 2, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was PFF (+$42,693); the largest decrease was BANK OF AMER CORP (+$15,506).

  • PFF: Country of operation —; Class PFD AND INCM SEC; Shares 2026-03-31 26,587; Shares 2026-06-30 27,839.
  • PREF: Country of operation —; Class SPECTRUM PFD; Shares 2026-03-31 24,441; Shares 2026-06-30 25,378.

Two Form 13F-HR filings compared (SEC CIK 1912339): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-14). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
PFF
ISHARES TR
PFD AND INCM SEC26,58727,839+1,252$806,118$848,811+$42,693
PREF
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD24,44125,378+937$459,980$483,705+$23,725

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