GHP Investment Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

GHP Investment Advisors’s Portfolio FLC Stock Details FLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.31K	Buy	+561	New	+$9.8K	﹤0.01%	823

Other funds holding FLC

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

HWAM

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

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

GHP Investment Advisors's FLC Position: Q1 2026 in Review

GHP Investment Advisors opened a new position in Flaherty & Crumrine Total Return Fund (FLC) in Q1 2026: 561 shares worth $9.31K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings.

50 funds tracked by Wall St. Rank hold FLC as of Q1 2026.

GHP Investment Advisors held 561 shares of Flaherty & Crumrine Total Return Fund worth $9.31K as of Q1 2026.
Flaherty & Crumrine Total Return Fund was a new GHP Investment Advisors position in Q1 2026.
Flaherty & Crumrine Total Return Fund made up ﹤0.01% of GHP Investment Advisors's portfolio in Q1 2026, its #823 holding.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.