AOWM
DFP

Asset One Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Asset One Wealth Management’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
Q1 		– Sell
-10,716
Closed -$230K – 340
2025
Q4 		$230K Buy
+10,716
New +$229K 0.03% 258

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset One Wealth Management's DFP Position: Q1 2026 in Review

Asset One Wealth Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2026, closing a stake of 10,716 shares — an estimated $230K sold.

Asset One Wealth Management first reported a position in DFP in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Asset One Wealth Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Asset One Wealth Management sold 10,716 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $230K.
  • Asset One Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and held it in 1 quarter.
  • Asset One Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $230K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Asset One Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.