CA
FFC

CoreCap Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

CoreCap Advisors’s Portfolio FFC Stock Details FFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Hold
800
– – ﹤0.01% 1976
2026
Q1 		$12.4K Hold
800
– – ﹤0.01% 1874
2025
Q4 		$13.2K Hold
800
– – ﹤0.01% 1845
2025
Q3 		$13.5K Sell
800
-500
-38% -$8.22K ﹤0.01% 1811
2025
Q2 		$21.2K Sell
1,300
-1,500
-54% -$23.3K ﹤0.01% 1593
2025
Q1 		$44.6K Buy
2,800
+500
+22% +$7.98K ﹤0.01% 1218
2024
Q4 		$35.7K Hold
2,300
– – ﹤0.01% 1320
2024
Q3 		$37.7K Buy
+2,300
New +$35.5K ﹤0.01% 1314
2024
Q2 		– Sell
-800
Closed -$11.9K – 1920
2024
Q1 		$11.9K Buy
+800
New +$11.5K ﹤0.01% 1689
2022
Q4 		$12K Buy
+800
New +$12.2K ﹤0.01% 1487
2022
Q3 		– Sell
-800
Closed -$13K – 1045
2022
Q2 		$13K Buy
+800
New +$14.5K ﹤0.01% 1386
2022
Q1 		– Sell
-800
Closed -$17K – 1053
2021
Q4 		$17K Buy
+800
New +$17.7K ﹤0.01% 1375

Other funds holding FFC

HWAM
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SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return