SHP Wealth Management historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, SHP Wealth Management opened 3 positions, added to 3, reduced 4 and sold out of 0.
- Q2 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 0.
- Q2 2026: Stock FPFD; Country of operation —; Class PFD SECS INCOME; Shares before 0.
- Q1 2026: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1807060), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08). 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 2025-12-31.
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