U.S. Capital Wealth Advisors, LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, U.S. Capital Wealth Advisors, LLC opened 2 positions, added to 0, reduced 2, sold out of 0 and left 1 unchanged. The largest increase in value was FPE (+$186,409); the largest decrease was BANK AMERICA CORP (-$23,269).
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2025-12-31 0; Shares 2026-03-31 10,502.
- ETPRI: Country of operation United States; Class 9.250% FXD PFD I; Shares 2025-12-31 0; Shares 2026-03-31 10,000.
Two Form 13F-HR filings compared (SEC CIK 1808915): 2025-12-31 (filed 2026-01-23) and 2026-03-31 (filed 2026-04-07). 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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