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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FFC holding history

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FFC overviewAll 13F holders of FFCFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of FFC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−15,103−100.0%Sold outHolders
Q4 202415,103$234.6K<0.1%+15,103NewHolders
Q3 20240$00.0%−12,723−100.0%Sold outHolders
Q2 202412,723$188.2K<0.1%+12,723NewHolders
Q1 20240$00.0%−21,615−100.0%Sold outHolders
Q4 202321,615$300.4K<0.1%+7,275+50.7%AddedHolders
Q3 202314,340$186.0K<0.1%+2,598+22.1%AddedHolders
Q2 202311,742$161.3K<0.1%−4,867−29.3%ReducedHolders
Q1 202316,609$229.9K<0.1%−5,013−23.2%ReducedHolders
Q4 202221,622$324.8K<0.1%+776+3.7%AddedHolders
Q3 202220,846$310.0K<0.1%+226+1.1%AddedHolders
Q2 202220,620$346.0K<0.1%−418−2.0%ReducedHolders
Q1 202221,038$414.0K<0.1%00.0%UnchangedHolders
Q4 202121,038$457.0K<0.1%−171−0.8%ReducedHolders
Q3 202121,209$472.0K<0.1%+301+1.4%AddedHolders
Q2 202120,908$475.0K<0.1%−2,745−11.6%ReducedHolders
Q1 202123,653$554.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.