Tradition Wealth Management, LLC Historic Quarter Change: USA Preferred Shares, Sold Out

Tradition Wealth Management, LLC 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, Tradition Wealth Management, LLC opened 3 positions, added to 6, reduced 8 and sold out of 13.

Q3 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 12,492.
Q3 2024: Stock PGX; Country of operation —; Class PFD ETF; Shares before 11,315.
Q1 2024: Stock CHSCL; Country of operation United States; Class PREFERRED STOCK; Shares before 27,955.
Q1 2024: Stock CHSCM; Country of operation United States; Class PREFERRED STOCK; Shares before 10,334.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843010), 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 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Share change	Value before	Value after	Value change	Filed
Q3 2025	PFF ISHARES TR		PFD AND INCM SEC	12,492	-12,492	$383,255	$0	-$383,255	2025-11-13
Q3 2024	PGX INVESCO EXCH TRADED FD TR II		PFD ETF	11,315	-11,315	$130,688	$0	-$130,688	2024-11-14
Q1 2024	CHSCL CHS INC. 7.5 PFD	United States	PREFERRED STOCK	27,955	-27,955	$707	$0	-$707	2024-05-13
Q1 2024	CHSCM CHS INC. 6.75 PFD	United States	PREFERRED STOCK	10,334	-10,334	$255	$0	-$255	2024-05-13
Q1 2024	CHSCN CHS INC. 7.1 PFD	United States	PREFERRED STOCK	1,522	-1,522	$38	$0	-$38	2024-05-13
Q1 2024	CIMPRB CHIMERA INVESTME 8 PFD	United States	PREFERRED STOCK	1,304	-1,304	$31	$0	-$31	2024-05-13
Q1 2024	CODIPRA COMPASS DIVER 7.25 PFD	United States	PREFERRED STOCK	1,242	-1,242	$29	$0	-$29	2024-05-13
Q1 2024	DLRPRK DIGITAL REALT 5.85 PFD	United States	PREFERRED STOCK	735	-735	$18	$0	-$18	2024-05-13
Q1 2024	BMLPRL BANK AMERICA COR 4 PFD	United States	PREFERRED STOCK	700	-700	$15	$0	-$15	2024-05-13
Q1 2024	BACPRS BANK AMERICA 4.75 PFD	United States	PREFERRED STOCK	625	-625	$13	$0	-$13	2024-05-13
Q1 2024	USBPRH U.S. BANCORP 5.56 PFD	United States	PREFERRED STOCK	458	-458	$9	$0	-$9	2024-05-13
Q1 2024	JPMPRK JPMORGAN CHAS 4.55 PFD	United States	PREFERRED STOCK	267	-267	$5	$0	-$5	2024-05-13
Q1 2024	CHSCO CHS INC. 7.875 PFD	United States	PREFERRED STOCK	150	-150	$4	$0	-$4	2024-05-13

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