Carson Wealth (CWM LLC)
DFP

Carson Wealth (CWM LLC)’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Carson Wealth (CWM LLC)’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 		$36.9K Sell
1,836
-1
-0.1% -$21 ﹤0.01% 4018
2025
Q4 		$38K Sell
1,837
-216
-11% -$4.61K ﹤0.01% 3800
2025
Q3 		$44K Sell
2,053
-99
-5% -$2.08K ﹤0.01% 3630
2025
Q2 		$44K Hold
2,152
– – ﹤0.01% 3376
2025
Q1 		$44K Sell
2,152
-732
-25% -$14.9K ﹤0.01% 3080
2024
Q4 		$58K Buy
2,884
+761
+36% +$15.7K ﹤0.01% 2688
2024
Q3 		$46K Buy
2,123
+179
+9% +$3.6K ﹤0.01% 2748
2024
Q2 		$37K Buy
1,944
+26
+1% +$484 ﹤0.01% 2671
2024
Q1 		$37K Buy
1,918
+37
+2% +$687 ﹤0.01% 2494
2023
Q4 		$33K Buy
1,881
+31
+2% +$522 ﹤0.01% 2434
2023
Q3 		$31K Sell
1,850
-730
-28% -$12.8K ﹤0.01% 2381
2023
Q2 		$45K Buy
2,580
+777
+43% +$13.6K ﹤0.01% 2070
2023
Q1 		$33K Buy
1,803
+28
+2% +$554 ﹤0.01% 2147
2022
Q4 		$33K Buy
1,775
+24
+1% +$458 ﹤0.01% 2018
2022
Q3 		$33K Buy
1,751
+130
+8% +$2.79K ﹤0.01% 1879
2022
Q2 		$35K Buy
1,621
+31
+2% +$718 ﹤0.01% 1793
2022
Q1 		$41K Buy
1,590
+22
+1% +$578 ﹤0.01% 1689
2021
Q4 		$44K Buy
+1,568
New +$44.3K ﹤0.01% 1620
2021
Q2 		$45K Hold
1,545
– – ﹤0.01% 1438
2021
Q1 		$45K Hold
1,545
– – ﹤0.01% 1438
2020
Q4 		$45K Hold
1,545
– – ﹤0.01% 1438
2020
Q3 		$45K Hold
1,545
– – ﹤0.01% 1438
2020
Q2 		$45K Hold
1,545
– – ﹤0.01% 1438
2020
Q1 		$45K Hold
1,545
– – ﹤0.01% 1438
2019
Q4 		$45K Hold
1,545
– – ﹤0.01% 1438
2019
Q3 		$45K Hold
1,545
– – ﹤0.01% 1438
2019
Q2 		$45K Hold
1,545
– – ﹤0.01% 1438
2019
Q1 		$45K Buy
+1,545
New +$35.4K ﹤0.01% 1438

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
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 $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DFP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.05% in Q1 2026, selling an estimated $21 and leaving 1,836 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4018.

Carson Wealth (CWM LLC) first reported a position in DFP in Q1 2019 and has held it in 28 quarters since. The position peaked at $58K in Q4 2024. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,836 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $36.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1 Flaherty & Crumrine Dynamic Preferred and Income Fund share in Q1 2026, an estimated $21.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4018 holding.
  • Carson Wealth (CWM LLC) first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $58K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.