Western Wealth Management, LLC quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Western Wealth Management, LLC opened 0 positions, added to 0, reduced 1, sold out of 4 and left 0 unchanged. The largest increase in value was PGX (-$138,629); the largest decrease was FPE (-$4,434,956).
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 249,857; Shares 2026-06-30 0.
- FPEI: Country of operation —; Class INSTL PFD SECS; Shares 2026-03-31 51,566; Shares 2026-06-30 0.
- PFFD: Country of operation —; Class US PFD ETF; Shares 2026-03-31 24,082; Shares 2026-06-30 0.
- PGX: Country of operation —; Class PFD ETF; Shares 2026-03-31 12,742; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1767902): 2026-03-31 (filed 2026-06-18) and 2026-06-30 (filed 2026-08-14). 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; share change is the position change.
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