Sensible Money, LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sensible Money, LLC opened 2 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was FPE (+$337,389); the largest decrease was PREF (+$222,793).
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 0; Shares 2026-06-30 18,870.
- PREF: Country of operation —; Class SPECTRUM PFD; Shares 2026-03-31 0; Shares 2026-06-30 11,689.
Two Form 13F-HR filings compared (SEC CIK 1965229): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-30). 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.
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