Focus Partners Wealth’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Focus Partners Wealth’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 Q2	$2.73M	Sell	132,309 -10,584	-7%	-$218K	﹤0.01%	1217
2026 Q1	$2.87M	Sell	142,893 -5,693	-4%	-$121K	﹤0.01%	1155
2025 Q4	$3.09M	Buy	+148,586	New	+$3.17M	﹤0.01%	1146

Other funds holding DFP

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

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

HWAM

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth's DFP Position: Q2 2026 in Review

Focus Partners Wealth reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 7.4% in Q2 2026, selling an estimated $218K and leaving 132,309 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Focus Partners Wealth first reported a position in DFP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.09M in Q4 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Focus Partners Wealth held 132,309 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $2.73M as of Q2 2026.
Focus Partners Wealth sold 10,584 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $218K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1217 holding.
Focus Partners Wealth first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and has held it in 3 quarters since.
Focus Partners Wealth's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $3.09M in Q4 2025.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.