Steward Partners Investment Advisory, LLC Last Quarter Change: USA Preferred Shares, Added

Steward Partners Investment Advisory, 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, Steward Partners Investment Advisory, LLC opened 3 positions, added to 8, reduced 7, sold out of 2 and left 7 unchanged. The largest increase in value was CSPF (+$4,664,043); the largest decrease was PFF (-$24,986,294).

FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 1,024,249; Shares 2026-06-30 1,102,564.
PFFD: Country of operation —; Class US PFD ETF; Shares 2026-03-31 685,457; Shares 2026-06-30 718,622.
BAPRA: Country of operation United States; Class DEP CONV PFD A; Shares 2026-03-31 13,941; Shares 2026-06-30 16,767.
PFXF: Country of operation —; Class PREFERRED SECURT; Shares 2026-03-31 242,957; Shares 2026-06-30 249,761.

Two Form 13F-HR filings compared (SEC CIK 1723397): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-13). 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.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
FPE FIRST TR EXCH TRADED FD III		PFD SECS INC ETF	1,024,249	1,102,564	+78,315	$18,180,412	$19,713,845	+$1,533,433
PFFD GLOBAL X FDS		US PFD ETF	685,457	718,622	+33,165	$12,612,404	$13,431,039	+$818,635
BAPRA BOEING CO	United States	DEP CONV PFD A	13,941	16,767	+2,826	$904,492	$1,128,419	+$223,927
PFXF VANECK ETF TRUST		PREFERRED SECURT	242,957	249,761	+6,804	$4,261,470	$4,455,735	+$194,265
FOURPRA SHIFT4 PMTS INC	United States	6 SER A CNV PREF	2,325	2,375	+50	$124,713	$147,891	+$23,178
WELLS FARGO & CO CUSIP 949746804	United States	PERP PFD CNV A	212	223	+11	$244,860	$258,011	+$13,151
PRFD PIMCO ETF TR		PREFERRED AND CP	100	232	+132	$5,067	$11,912	+$6,845
PFLD ETF SER SOLUTIONS		AAM LW DUR PFD	6,834	6,854	+20	$132,307	$134,002	+$1,695

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