RITHOLTZ WEALTH MANAGEMENT historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, RITHOLTZ WEALTH MANAGEMENT opened 2 positions, added to 3, reduced 8 and sold out of 3.
- Q1 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 15,975.
- Q3 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 6,685.
- Q3 2024: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 11,381.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1698218), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). 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 2016-12-31.
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