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Creative Planning TY-P Position History

Tri-Continental Corporation PFD $2.50

Quarters held
10
Latest value
$840K
Q3 2026
Peak value
$840K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$288K
Q3 2025$584K
Q4 2025$282K
Q4 2025$561K
Q1 2026$543K
Q1 2026$277K
Q2 2026$591K
Q2 2026$317K
Q3 2026$197K
Q3 2026$840K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$840K24.5K——
Q3 2026$197K5.7K——
Q2 2026$317K9.2K——
Q2 2026$591K17.2K——
Q1 2026$277K8.8K——
Q1 2026$543K17.2K——
Q4 2025$561K17.2K——
Q4 2025$282K8.6K——
Q3 2025$584K17.2K——
Q3 2025$288K8.5K——

Other funds holding TY-P

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning TY-P Holdings: 13F Position History | Track13F