Herold Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-1,000	Closed	-$26K	–	290
2022 Q1	$26K	Buy	+1,000	New	+$26.3K	0.01%	471
2021 Q4	–	Sell	-1,000	Closed	-$28K	–	289
2021 Q3	$28K	Buy	+1,000	New	+$29.4K	0.01%	466

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Herold Advisors's DFP Position: Q2 2022 in Review

Herold Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2022, closing a stake of 1,000 shares — an estimated $26K sold.

Herold Advisors first reported a position in DFP in Q3 2021 and held it in 2 quarters. The position peaked at $28K in Q3 2021. 61 funds tracked by Wall St. Rank hold DFP as of Q2 2022.

Herold Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,000 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2022, an estimated $26K.
Herold Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2021 and held it in 2 quarters.
Herold Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $28K in Q3 2021.
61 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.