GWSG
PFD

GPS Wealth Strategies Group’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

GPS Wealth Strategies Group’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,250
Closed -$15K – 1277
2025
Q3 		$15K Hold
1,250
– – ﹤0.01% 983
2025
Q2 		$14.1K Hold
1,250
– – ﹤0.01% 943
2025
Q1 		$14K Hold
1,250
– – ﹤0.01% 921
2024
Q4 		$14.1K Hold
1,250
– – ﹤0.01% 876
2024
Q3 		$14.9K Hold
1,250
– – ﹤0.01% 863
2024
Q2 		$13.1K Hold
1,250
– – ﹤0.01% 856
2024
Q1 		$13.3K Hold
1,250
– – ﹤0.01% 804
2023
Q4 		$12.3K Hold
1,250
– – ﹤0.01% 792
2023
Q3 		$11.4K Hold
1,250
– – ﹤0.01% 812
2023
Q2 		$12.3K Hold
1,250
– – ﹤0.01% 804
2023
Q1 		$13.3K Buy
+1,250
New +$14.6K ﹤0.01% 781
2022
Q4 		– Sell
-1,250
Closed -$13K – 805
2022
Q3 		$13K Hold
1,250
– – ﹤0.01% 714
2022
Q2 		$16K Hold
1,250
– – ﹤0.01% 671
2022
Q1 		$17K Buy
+1,250
New +$18.9K ﹤0.01% 624

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

GPS Wealth Strategies Group's PFD Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2025, closing a stake of 1,250 shares — an estimated $15K sold.

GPS Wealth Strategies Group first reported a position in PFD in Q1 2022 and held it in 14 quarters. The position peaked at $17K in Q1 2022. 49 funds tracked by Wall St. Rank hold PFD as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,250 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2025, an estimated $15K.
  • GPS Wealth Strategies Group first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2022 and held it in 14 quarters.
  • GPS Wealth Strategies Group's Flaherty & Crumrine Preferred and Income Fund position peaked at $17K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.