Ownership history in CreativeOne Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in FLAHERTY & CRUMRINE PFD INCO (PFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 26,000 | +15,800 | +154.9% | 0.01% | $313K | $11.67 |
| 2025 Q2 | REDUCED | 10,200 | -8,400 | -45.2% | 0.00% | $115K | $10.81 |
| 2022 Q4 | ADDED | 18,600 | +6,000 | +47.6% | 0.01% | $207K | $8.97 |
| 2021 Q4 | REDUCED | 12,600 | -10,075 | -44.4% | 0.01% | $221K | $13.18 |
| 2021 Q3 | REDUCED | 22,675 | -9,775 | -30.1% | 0.02% | $357K | $11.69 |
| 2021 Q2 | ADDED | 32,450 | +13,950 | +75.4% | 0.03% | $542K | $12.20 |
| 2021 Q1 | ADDED | 18,500 | +4,000 | +27.6% | 0.02% | $328K | $12.76 |
| 2020 Q4 | INITIATED | 14,500 | — | — | 0.02% | $275K | $13.45 |
As of 2025 Q4 — sorted by position size