Creative Planning’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Creative 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
2022 Q1	–	Sell	-17,066	Closed	-$218K	–	2370
2021 Q4	$218K	Sell	17,066 -8,879	-34%	-$251K	﹤0.01%	1818
2021 Q3	$475K	Buy	+25,945	New	+$763K	﹤0.01%	1335
2017 Q1	–	Sell	-100	Closed	-$2K	–	4694
2016 Q4	$2K	Buy	+100	New	+$2.36K	﹤0.01%	4253
2016 Q2	–	Sell	-1,158	Closed	-$27K	–	4375
2016 Q1	$27K	Hold	1,158	–	–	﹤0.01%	2534
2015 Q4	$27K	Buy	1,158 +358	+45%	+$8.1K	﹤0.01%	2613
2015 Q3	$18K	Buy	+800	New	+$17.8K	﹤0.01%	2793
2015 Q1	–	Sell	-1,000	Closed	-$22K	–	4243
2014 Q4	$22K	Sell	1,000 -2,900	-74%	-$66.5K	﹤0.01%	2576
2014 Q3	$88K	Buy	+3,900	New	+$88.8K	﹤0.01%	1558
2013 Q4	–	Sell	-200	Closed	-$4K	–	3342
2013 Q3	$4K	Buy	+200	New	+$4.32K	﹤0.01%	2792

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Creative Planning's DFP Position: Q1 2022 in Review

Creative Planning sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2022, closing a stake of 17,066 shares — an estimated $218K sold.

Creative Planning first reported a position in DFP in Q3 2013 and held it in 9 quarters. The position peaked at $475K in Q3 2021. 62 funds tracked by Wall St. Rank hold DFP as of Q1 2022.

Creative Planning reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 17,066 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2022, an estimated $218K.
Creative Planning first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2013 and held it in 9 quarters.
Creative Planning's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $475K in Q3 2021.
62 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.