Wealthspire Advisors, LLC Historic Quarter Change: USA Preferred Shares, Reduced

Wealthspire Advisors, LLC historic quarter change: USA Preferred Shares, Reduced

In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Wealthspire Advisors, LLC opened 4 positions, added to 4, reduced 16 and sold out of 5.

Q1 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 20,171.
Q1 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 17,830.
Q4 2025: Stock PGX; Country of operation —; Class PFD ETF; Shares before 39,780.
Q4 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 21,295.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1646247), 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 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). 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 2018-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2026	PFF ISHARES TR	PFD AND INCM SEC	20,171	19,980	-191	$624,490	$605,798	-$18,692	2026-05-01
Q1 2026	PGX INVESCO EXCH TRADED FD TR II	PFD ETF	17,830	17,316	-514	$200,412	$188,397	-$12,015	2026-05-01
Q4 2025	PGX INVESCO EXCH TRADED FD TR II	PFD ETF	39,780	17,830	-21,950	$461,448	$200,412	-$261,036	2026-02-13
Q4 2025	PFF ISHARES TR	PFD AND INCM SEC	21,295	20,171	-1,124	$673,344	$624,490	-$48,854	2026-02-13
Q3 2025	PGX INVESCO EXCH TRADED FD TR II	PFD ETF	48,536	39,780	-8,756	$540,206	$461,448	-$78,758	2025-11-14
Q3 2025	PFF ISHARES TR	PFD AND INCM SEC	23,626	21,295	-2,331	$724,842	$673,344	-$51,498	2025-11-14
Q2 2025	PGX INVESCO EXCH TRADED FD TR II	PFD ETF	55,074	48,536	-6,538	$617,931	$540,206	-$77,725	2025-08-11
Q1 2025	PFF ISHARES TR	PFD AND INCM SEC	36,460	23,034	-13,426	$1,146,299	$707,831	-$438,468	2025-05-09
Q1 2025	PGX INVESCO EXCH TRADED FD TR II	PFD ETF	79,890	55,074	-24,816	$921,132	$617,931	-$303,201	2025-05-09
Q4 2024	PGX INVESCO EXCH TRADED FD TR II	PFD ETF	117,795	79,890	-37,905	$1,454,769	$921,132	-$533,637	2025-02-04
Q4 2024	PFF ISHARES TR	PFD AND INCM SEC	37,176	36,460	-716	$1,235,354	$1,146,299	-$89,055	2025-02-04
Q3 2024	PFF ISHARES TR	PFD AND INCM SEC	38,684	37,176	-1,508	$1,220,476	$1,235,354	+$14,878	2024-11-13
Q2 2024	PGX INVESCO EXCH TRADED FD TR II	PFD ETF	117,108	93,672	-23,436	$1,391,248	$1,081,912	-$309,336	2024-08-08
Q2 2024	PFF ISHARES TR	PFD AND INCM SEC	44,353	38,684	-5,669	$1,429,493	$1,220,476	-$209,017	2024-08-08
Q1 2024	PGX INVESCO EXCH TRADED FD TR II	PFD ETF	190,476	117,108	-73,368	$2,184,764	$1,391,248	-$793,516	2024-05-06
Q1 2024	PFF ISHARES TR	PFD AND INCM SEC	55,558	44,353	-11,205	$1,732,850	$1,429,493	-$303,357	2024-05-06

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