IAA
DFP

Independent Advisor Alliance’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-18,275
Closed -$364K – 909
2024
Q4 		$364K Buy
+18,275
New +$376K ﹤0.01% 1059

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's DFP Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2025, closing a stake of 18,275 shares — an estimated $364K sold.

Independent Advisor Alliance first reported a position in DFP in Q4 2024 and held it in 1 quarter. The position peaked at $364K in Q4 2024. 72 funds tracked by Wall St. Rank hold DFP as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,275 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2025, an estimated $364K.
  • Independent Advisor Alliance first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $364K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.