Golden State Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Golden State Wealth Management’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	$116K	Buy	5,611 +1,328	+31%	+$27.4K	0.01%	536
2026 Q1	$86K	Buy	4,283 +75	+2%	+$1.59K	0.01%	555
2025 Q4	$87.5K	Buy	4,208 +77	+2%	+$1.64K	0.01%	551
2025 Q3	$89.4K	Buy	4,131 +67	+2%	+$1.41K	0.01%	536
2025 Q2	$83.4K	Buy	4,064 +68	+2%	+$1.35K	0.01%	533
2025 Q1	$80.9K	Buy	3,996 +65	+2%	+$1.33K	0.01%	492
2024 Q4	$78.4K	Buy	+3,931	New	+$80.9K	0.01%	476
2021 Q4	–	Sell	-7,076	Closed	-$204K	–	366
2021 Q3	$204K	Sell	7,076 -130	-2%	-$3.82K	0.04%	291
2021 Q2	$211K	Buy	7,206 +70	+1%	+$2.1K	0.05%	280
2021 Q1	$214K	Buy	7,136 +69	+1%	+$2.02K	0.07%	190
2020 Q4	$205K	Buy	7,067 +69	+1%	+$1.94K	0.06%	232
2020 Q3	$191K	Sell	6,998 -1,381	-16%	-$36.1K	0.06%	197
2020 Q2	$204K	Buy	8,379 +80	+1%	+$1.91K	0.05%	228
2020 Q1	$168K	Buy	+8,299	New	+$208K	0.07%	175
2019 Q4	–	Sell	-10,062	Closed	-$263K	–	242
2019 Q3	$263K	Buy	10,062 +88	+0.9%	+$2.25K	0.09%	171
2019 Q2	$249K	Buy	9,974 +90	+0.9%	+$2.19K	0.08%	196
2019 Q1	$235K	Buy	+9,884	New	+$226K	0.08%	205

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Golden State Wealth Management's DFP Position: Q2 2026 in Review

Golden State Wealth Management increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 31% in Q2 2026, buying an estimated $27.4K and bringing the position to 5,611 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #536.

Golden State Wealth Management first reported a position in DFP in Q1 2019 and has held it in 17 quarters since. The position peaked at $263K in Q3 2019. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Golden State Wealth Management held 5,611 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $116K as of Q2 2026.
Golden State Wealth Management bought 1,328 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $27.4K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #536 holding.
Golden State Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $263K in Q3 2019.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.