IFG
DFP

Independent Financial Group’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-96,583
Closed -$2.08M – 752
2022
Q2 		$2.08M Buy
96,583
+80,244
+491% +$1.86M 0.22% 103
2022
Q1 		$425K Buy
16,339
+4,272
+35% +$112K 0.03% 479
2021
Q4 		$335K Buy
+12,067
New +$341K 0.03% 548

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independent Financial Group's DFP Position: Q3 2022 in Review

Independent Financial Group sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2022, closing a stake of 96,583 shares — an estimated $2.08M sold.

Independent Financial Group first reported a position in DFP in Q4 2021 and held it in 3 quarters. The position peaked at $2.08M in Q2 2022. 54 funds tracked by Wall St. Rank hold DFP as of Q3 2022.

  • Independent Financial Group reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2022 after selling out during the quarter.
  • Independent Financial Group sold 96,583 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2022, an estimated $2.08M.
  • Independent Financial Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2021 and held it in 3 quarters.
  • Independent Financial Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $2.08M in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2022.

Based on Independent Financial Group's 13F filing for Q3 2022, filed 15 Jun 2026.