Wealthcare Advisory Partners LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 11 quarters from 2016-06-30 to 2026-06-30, Wealthcare Advisory Partners LLC opened 6 positions, added to 54, reduced 29 and sold out of 4.
- Q2 2026: Stock PSK; Country of operation —; Class ST STR PFD ETF; Shares before 0.
- Q3 2025: Stock WELLS FARGO CO NEW; Country of operation United States; Class PERP PFD CNV A; Shares before 0.
- Q3 2024: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 0.
- Q2 2024: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1683059), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-14). 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 2016-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Carnegie Investment Counsel | United States | $5.130B | 559 |
| SNYDER CAPITAL MANAGEMENT L P | United States | $5.155B | 70 |
| Aequim Alternative Investments LP | United States | $5.158B | 102 |
| Merewether Investment Management, LP | United States | $5.165B | 79 |
| PERCEPTIVE ADVISORS LLC | United States | $5.118B | 94 |
| TODD ASSET MANAGEMENT LLC | United States | $5.111B | 262 |
| Choate Investment Advisors | United States | $5.110B | 438 |
| EQUITY INVESTMENT CORP | United States | $5.106B | 71 |
| Cannell & Spears LLC | United States | $5.101B | 420 |
| NICHOLAS COMPANY, INC. | United States | $5.096B | 203 |