List of Tax-Advantaged Preferred Stocks (15% Tax Rate)

This list isolates the preferred stocks QuantumOnline believes are eligible for the qualified-dividend tax rate — 15% for most taxpayers and 20% at the top bracket — rather than being taxed as ordinary income. For an investor holding income securities in a taxable account, this is often the most useful list on the site.

The difference is not marginal. A 6.5% qualified preferred and a 6.5% trust preferred pay identical cash, but the after-tax income can differ by more than a percentage point for a high-bracket investor. Eligibility depends entirely on the security's legal structure.

Other lists: All Exchange-Traded Income Securities All Preferred Stocks Preferreds Eligible for the 15% Tax Rate Traditional Preferred Stocks Trust Preferred Securities Third-Party Trust Preferred Securities Exchange-Traded Debt Securities Traditional Convertible Securities Mandatory Convertible Securities Convertible Debt Securities

How to use this list

Symbol — click any symbol to open our full security description & information page.
Sort — click a column heading to sort by that column; click again to reverse.
Filter — type in the filter box to narrow the list by ticker symbol or company name.
Prospectus — links to the security's original IPO prospectus filed with the SEC EDGAR system.
"n.a." means not available. This list is dynamic and updated constantly; information is believed accurate but is not guaranteed.

Symbol / CUSIP	Security Description	Exchange	IPO Date	Call Date	Prospectus
SLMNP 808194302	A. Schulman, 6.00% Cumulative Perpetual Convertible Special Stock	OTOTC	4/30/2015	n.a.	Prospectus
ACP-A 003057205	Aberdeen Income Credit Strategies Fund 5.250% Series A Preferred Shares	NYSE	5/3/2021	6/30/2026	Prospectus
NCV-A 018828707	AllianzGI Convertible & Income Fund, 5.625% Series A Cumulative Preferred Shares	NYSE	9/14/2018	9/20/2023	Prospectus
ALL-I 020002812	Allstate Corp., 4.750% Dep Shares Non-Cumulative Perp Preferred Stock Series I	NYSE	11/5/2019	1/15/2025	Prospectus
ALL-H 020002838	Allstate Corp., 5.10% Dep Shares Fixed Rate Noncumul Perp Preferred Stock Ser H	NYSE	8/1/2019	10/15/2024	Prospectus
ALL-J 020002788	Allstate Corp., 7.375% Dep Shares Non-Cumulative Preferred Stock Series J	NYSE	5/15/2023	7/15/2028	Prospectus
GOOGM 02079K404	Alphabet Inc Dep Shares 6.25% Series A Mandatory Convertible Preferred Stock	NGS	6/2/2026	n.a.	Prospectus
GOOGN 02079K701	Alphabet Inc Dep Shares 6.25% Series B Mandatory Convertible Preferred Stock	NGS	6/3/2026	n.a.	Prospectus
ALTG-A 02128L205	Alta Equipment Group Inc. Depositary Shares Series A Cumulative Preferred Stock	NYSE	12/16/2020	12/22/2025	Prospectus
ABV* 20441W203	AMBEV - Companhia de Bebidas das Americas Preferred ADR	NYSE	9/15/2000	n.a.	Foreign co.
AILLP 153663208	Ameren Illinois Co., 4.00% Series Cumul Preferred Stock	OTOTC	11/13/1946	n.a.	Pre-EDGAR
AILIH 452092208	Ameren Illinois Co., 4.08% Series Cumul Serial Preferred Stock	OTOTC	5/22/1950	n.a.	Pre-EDGAR
AILIP 452092307	Ameren Illinois Co., 4.20% Series Cumul Serial Preferred Stock	OTOTC	11/15/1954	n.a.	Pre-EDGAR
AILLO 153663802	Ameren Illinois Co., 4.25% Series Cumul Preferred Stock	OTOTC	1/1/2000	n.a.	Pre-EDGAR
AILIO 452092406	Ameren Illinois Co., 4.26% Series Cumul Serial Preferred Stock	OTOTC	12/8/1950	n.a.	Pre-EDGAR
AILIN 452092505	Ameren Illinois Co., 4.42% Series Cumul Serial Preferred Stock	OTOTC	3/31/1953	n.a.	Pre-EDGAR
AILIM 452092604	Ameren Illinois Co., 4.70% Series Cumul Serial Preferred Stock	OTOTC	4/16/1952	n.a.	Pre-EDGAR
AILLN 153663406	Ameren Illinois Co., 4.90% Series Cumul Preferred Stock	OTOTC	1/1/2000	n.a.	Pre-EDGAR
AILLM 153663307	Ameren Illinois Co., 4.92% Series Cumulative Preferred Stock	OTOTC	10/1/1952	n.a.	Pre-EDGAR
AILLI 153663851	Ameren Illinois Co., 5.16% Series Cumul Preferred Stock	OTOTC	1/1/2000	n.a.	Pre-EDGAR
AMBKO 024343204	American Bank Inc., Series A Preferred Stock	OTCBB	6/22/2007	6/22/2012	Prospectus
ANG-A 025676503	American National Group Inc. 5.95% Ser A Dep Shr Reset Rate Pref Stock	NYSE	11/14/2019	Called 2/24/2025	Prospectus
ANG-D 025676859	American National Group Inc. 7.375% Non-Cumulative Preferred Stock, Series D	NYSE	1/7/2025	1/15/2030	Prospectus
AMTPQ 03073H207	Ameritrans Capital Corp., 9 3/8% Participating Preferred Stock	OTOTC	4/18/2002	4/8/2007	Prospectus
AFSIA 032359408	AmTrust Financial Services, 6.75% Non-Cumulative Preferred Stock Series A	OTOTC	6/3/2013	6/10/2018	Prospectus

Showing 25 of 499 securities

The remaining 474 securities — plus sorting, filtering and Excel, PDF and CSV export — are available to registered users. Registration is free.

What qualifies and what does not

To pay qualified dividends, the distribution must be a genuine dividend from a corporation that has already paid corporate income tax on those earnings. Traditional preferred stock issued directly by an operating company normally qualifies.

Three large categories normally do not. Trust preferreds pass through interest on junior subordinated debentures, taxed as ordinary income. Exchange-traded debt pays interest by definition. REIT preferreds generally fail because a REIT distributes earnings without paying corporate tax on them, so there is no double taxation for the lower rate to relieve.

The holding period requirement

Eligibility is not automatic even on a qualifying security. For preferred dividends attributable to a period longer than 366 days, you must hold the shares more than 90 days within a 181-day window surrounding the ex-dividend date. Buying just before the ex-date and selling immediately after forfeits the lower rate.

Please verify before relying on this

This list reflects QuantumOnline's research into each security's structure, but tax characterisation is ultimately determined by the issuer and reported on the Form 1099-DIV you receive. Issuers occasionally reclassify distributions after year end, and a company's tax position can change.

Confirm with the issuer's investor relations department or your tax adviser before making a decision that depends on the treatment. Nothing on this page is tax advice.

About this data

QuantumOnline has tracked exchange-traded income securities since 1997. Every security in this list is researched and maintained by hand from the issuer's prospectus and SEC filings, not scraped from a vendor feed. Where a figure is unavailable we show "n.a." rather than guessing.

Information is believed to be accurate but is not guaranteed, and nothing here is a recommendation to buy or sell. Always confirm terms against the issuer's prospectus before investing.