APFP
DFP

Action Point Financial Planning’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Action Point Financial Planning’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Buy
+6,262
New +$129K 0.01% 529

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Action Point Financial Planning's DFP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026: 6,262 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings.

84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Action Point Financial Planning held 6,262 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $129K as of Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Action Point Financial Planning position in Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #529 holding.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.