Advisory Services Network’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Advisory Services Network’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	–	Sell	-365	Closed	-$7.33K	–	2772
2026 Q1	$7.33K	Buy	+365	New	+$7.73K	﹤0.01%	3702
2025 Q4	–	Sell	-365	Closed	-$7.9K	–	2410
2025 Q3	$7.9K	Buy	+365	New	+$7.67K	﹤0.01%	3369
2024 Q1	–	Sell	-365	Closed	-$6.48K	–	1977
2023 Q4	$6.48K	Buy	+365	New	+$6.15K	﹤0.01%	3022
2023 Q2	–	Sell	-365	Closed	-$6.63K	–	1974
2023 Q1	$6.63K	Hold	365	–	–	﹤0.01%	3041
2022 Q4	$6.83K	Buy	+365	New	+$6.97K	﹤0.01%	3017
2021 Q3	–	Sell	-365	Closed	-$11K	–	1840
2021 Q2	$11K	Buy	+365	New	+$10.9K	﹤0.01%	2737
2021 Q1	–	Sell	-365	Closed	-$11K	–	1674
2020 Q4	$11K	Hold	365	–	–	﹤0.01%	2373
2020 Q3	$10K	Buy	+365	New	+$9.54K	﹤0.01%	2420
2020 Q2	–	Sell	-365	Closed	-$7K	–	1411
2020 Q1	$7K	Buy	+365	New	+$9.13K	﹤0.01%	2329
2016 Q1	–	Sell	-200	Closed	-$5K	–	1692
2015 Q4	$5K	Buy	+200	New	+$4.53K	﹤0.01%	1120
2015 Q2	–	Sell	-355	Closed	-$8K	–	1421
2015 Q1	$8K	Hold	355	–	–	﹤0.01%	862
2014 Q4	$8K	Buy	+355	New	+$8.14K	﹤0.01%	780

Other funds holding DFP

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 New York $63.2B AUM 17.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Advisory Services Network's DFP Position: Q2 2026 in Review

Advisory Services Network sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026, closing a stake of 365 shares — an estimated $7.33K sold.

Advisory Services Network first reported a position in DFP in Q4 2014 and held it in 12 quarters. The position peaked at $11K in Q2 2021. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Advisory Services Network reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 365 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $7.33K.
Advisory Services Network first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2014 and held it in 12 quarters.
Advisory Services Network's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $11K in Q2 2021.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.