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Flaherty & Crumrine Pref. Income shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Income (PFD) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Pref. Income held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $705k 61k 11.63

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Flaherty & Crumrine Pref. Income

Sit Investment Associates
CIBC Bancorp USA
Morgan Stanley
Fiera Capital Corporation
Bank of America Corporation
We Are One Seven
UBS Group
LPL Financial
Wells Fargo & Company
Umb Bank N A
Advisor Group Holdings
Smith Asset Management
Action Point Financial Planning
Raymond James Financial
Robinson Capital Management

View all funds holding Flaherty & Crumrine Pref. Income