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Wealthcare Advisory Partners LLC Historic Quarter Change: USA Preferred Shares, Reduced

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Wealthcare Advisory Partners LLC historic quarter change: USA Preferred Shares, Reduced

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 FPEI; Country of operation —; Class INSTL PFD SECS; Shares before 43,751.
  • Q2 2026: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 19,517.
  • Q2 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 66,281.
  • Q1 2026: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 23,406.

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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026FPEI
FIRST TR EXCH TRADED FD III		INSTL PFD SECS43,75138,257-5,494$831,277$737,976-$93,3012026-07-09
Q2 2026PGF
INVESCO EXCHANGE TRADED FD T		FINL PFD ETF19,51717,775-1,742$268,554$243,695-$24,8592026-07-09
Q2 2026PFF
ISHARES TR		PFD AND INCM SEC66,28165,144-1,137$2,009,630$1,986,233-$23,3972026-07-09
Q1 2026PGF
INVESCO EXCHANGE TRADED FD T		FINL PFD ETF23,40619,517-3,889$330,961$268,554-$62,4072026-04-14
Q1 2026FPE
FIRST TR EXCH TRADED FD III		PFD SECS INC ETF11,31211,062-250$206,104$196,350-$9,7542026-04-14
Q4 2025PFF
ISHARES TR		PFD AND INCM SEC83,37764,673-18,704$2,636,384$2,002,269-$634,1152026-01-14
Q4 2025PGF
INVESCO EXCHANGE TRADED FD T		FINL PFD ETF31,34423,406-7,938$458,249$330,961-$127,2882026-01-14
Q4 2025FPE
FIRST TR EXCH TRADED FD III		PFD SECS INC ETF13,50811,312-2,196$246,386$206,104-$40,2822026-01-14
Q3 2025PFXF
VANECK ETF TRUST		PREFERRED SECURT214,581209,971-4,610$3,673,628$3,731,186+$57,5582025-11-07
Q3 2025PGX
INVESCO EXCH TRADED FD TR II		PFD ETF36,44035,705-735$405,580$414,178+$8,5982025-11-07
Q3 2025PREF
PRINCIPAL EXCHANGE TRADED FD		SPECTRUM PFD44,54344,476-67$844,987$851,276+$6,2892025-11-07
Q2 2025FPEI
FIRST TR EXCH TRADED FD III		INSTL PFD SECS41,46040,020-1,440$775,295$759,982-$15,3132025-07-22
Q1 2025FPEI
FIRST TR EXCH TRADED FD III		INSTL PFD SECS50,47241,460-9,012$943,829$775,295-$168,5342025-04-15
Q1 2025PSK
SPDR SER TR		ICE PFD SEC ETF41,17237,746-3,426$1,358,259$1,222,585-$135,6742025-04-15
Q1 2025PGF
INVESCO EXCHANGE TRADED FD T		FINL PFD ETF30,35929,969-390$441,723$427,957-$13,7662025-04-15
Q4 2024FPEI
FIRST TR EXCH TRADED FD III		INSTL PFD SECS76,29050,472-25,818$1,454,847$943,829-$511,0182025-01-15
Q4 2024PSK
SPDR SER TR		ICE PFD SEC ETF49,47041,172-8,298$1,764,105$1,358,259-$405,8462025-01-15
Q4 2024FPE
FIRST TR EXCH TRADED FD III		PFD SECS INC ETF20,67412,078-8,596$374,199$213,780-$160,4192025-01-15
Q4 2024PGF
INVESCO EXCHANGE TRADED FD T		FINL PFD ETF30,71030,359-351$480,919$441,723-$39,1962025-01-15
Q4 2024VRP
INVESCO EXCH TRADED FD TR II		VAR RATE PFD8,5938,390-203$210,185$202,954-$7,2312025-01-15
Q3 2024FPEI
FIRST TR EXCH TRADED FD III		INSTL PFD SECS88,41976,290-12,129$1,624,249$1,454,847-$169,4022024-11-04
Q3 2024PFF
ISHARES TR		PFD AND INCM SEC53,04052,329-711$1,673,423$1,738,878+$65,4552024-11-04
Q3 2024VRP
INVESCO EXCH TRADED FD TR II		VAR RATE PFD9,4058,593-812$225,344$210,185-$15,1592024-11-04
Q3 2024PGX
INVESCO EXCH TRADED FD TR II		PFD ETF34,22230,846-3,376$395,266$380,943-$14,3232024-11-04
Q2 2024PSK
SPDR SER TR		ICE PFD SEC ETF49,60147,314-2,287$1,729,592$1,605,353-$124,2392024-08-12
Q2 2024PGF
INVESCO EXCHANGE TRADED FD T		FINL PFD ETF27,14426,760-384$413,675$394,175-$19,5002024-08-12
Q2 2024PGX
INVESCO EXCH TRADED FD TR II		PFD ETF34,38634,222-164$408,502$395,266-$13,2362024-08-12
Q1 2024PSK
SPDR SER TR		ICE PFD SEC ETF56,29349,601-6,692$1,886,956$1,729,592-$157,3642024-04-15
Q1 2024PFF
ISHARES TR		PFD AND INCM SEC52,43449,672-2,762$1,635,417$1,600,939-$34,4782024-04-15

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