CIK: 0001367441
申告総資産額
$8454.6万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 53.61% | +42.87% | +2.35% | |
| 2 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 38.84% | -31.45% | EXIT | |
| 3 | PGX | Invesco Preferred ETF | ETF-その他 | 4.96% | +10.87% | -60.85% | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.59% | -22.01% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WFC 7.5 PERP L | Wells Fargo & Company | +3.5% | +2.35% | 増加 |
| 2 | BAC 7.25 PERP L | Bank Of America CORP | +3% | +0.98% | 増加 |
| 3 | FPE | Ft-preferred Secur & INC ETF | +0.7% | +25.13% | 増加 |
| 4 | PGX | Invesco Preferred ETF | -7.2% | -60.85% | 減少 |