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

Elevated Capital 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	$1.89M	Buy	116,044 +1,914	+2%	+$30.6K	0.52%	48
2026 Q1	$1.77M	Sell	114,130 -390	-0.3%	-$6.38K	0.44%	54
2025 Q4	$1.89M	Sell	114,520 -1,981	-2%	-$33K	0.44%	61
2025 Q3	$1.97M	Sell	116,501 -5,741	-5%	-$94.4K	0.49%	51
2025 Q2	$1.95M	Hold	122,242	–	–	0.55%	44
2025 Q1	$1.95M	Sell	122,242 -11,676	-9%	-$186K	0.55%	44
2024 Q4	$2.08M	Sell	133,918 -1,890	-1%	-$30.1K	0.57%	39
2024 Q3	$2.23M	Sell	135,808 -1,564	-1%	-$24.1K	0.59%	38
2024 Q2	$2.03M	Sell	137,372 -1,157	-0.8%	-$16.7K	0.57%	48
2024 Q1	$2.06M	Buy	138,529 +7,843	+6%	+$113K	0.59%	52
2023 Q4	$1.82M	Buy	130,686 +1,795	+1%	+$23.6K	0.57%	56
2023 Q3	$1.67M	Buy	128,891 +1,743	+1%	+$23.5K	0.57%	57
2023 Q2	$1.75M	Sell	127,148 -39,460	-24%	-$541K	0.58%	58
2023 Q1	$2.31M	Buy	166,608 +19,393	+13%	+$308K	0.83%	36
2022 Q4	$2.21M	Buy	147,215 +5,997	+4%	+$91.1K	0.84%	37
2022 Q3	$2.1M	Buy	+141,218	New	+$2.4M	0.83%	34
2022 Q1	$2.12M	Buy	+107,583	New	+$2.14M	0.7%	39
2021 Q3	$2.16M	Buy	+96,914	New	+$2.22M	0.75%	36
2021 Q1	$2.39M	Sell	100,946 -7,606	-7%	-$171K	0.93%	28
2020 Q4	$2.54M	Sell	108,552 -5,113	-4%	-$113K	1.1%	20
2020 Q3	$2.51M	Sell	113,665 -2,447	-2%	-$51.8K	1.17%	19
2020 Q2	$2.6M	Buy	+116,112	New	+$2.23M	1.22%	18
2019 Q4	$1.67M	Buy	+76,832	New	+$1.64M	1.85%	11
2019 Q1	$2.39M	Buy	+135,011	New	+$2.48M	1.58%	13

Other funds holding FFC

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Elevated Capital Advisors's FFC Position: Q2 2026 in Review

Elevated Capital Advisors increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 1.7% in Q2 2026, buying an estimated $30.6K and bringing the position to 116,044 shares worth $1.89M. The position accounts for 0.52% of the portfolio, ranked #48.

Elevated Capital Advisors first reported a position in FFC in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.6M in Q2 2020. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Elevated Capital Advisors held 116,044 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $1.89M as of Q2 2026.
Elevated Capital Advisors bought 1,914 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $30.6K.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.52% of Elevated Capital Advisors's portfolio in Q2 2026, its #48 holding.
Elevated Capital Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2019 and has held it in 24 quarters since.
Elevated Capital Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $2.6M in Q2 2020.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.