IWC
DFP

Integrated Wealth Concepts’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Integrated Wealth Concepts’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 		$16.5K Buy
+796
New +$16.4K ﹤0.01% 4223
2024
Q3 		– Sell
-15,000
Closed -$288K – 1695
2024
Q2 		$288K Hold
15,000
– – ﹤0.01% 1342
2024
Q1 		$288K Hold
15,000
– – ﹤0.01% 1342
2023
Q4 		$266K Hold
15,000
– – ﹤0.01% 1323
2023
Q3 		$252K Hold
15,000
– – ﹤0.01% 1315
2023
Q2 		$261K Hold
15,000
– – ﹤0.01% 1296
2023
Q1 		$272K Buy
+15,000
New +$297K 0.01% 1097

Other funds holding DFP

Raymond James Financial
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
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Integrated Wealth Concepts's DFP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026: 796 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #4223 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in DFP as recently as Q2 2024.

Integrated Wealth Concepts first reported a position in DFP in Q1 2023 and has held it in 7 quarters since. The position peaked at $288K in Q2 2024. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Integrated Wealth Concepts held 796 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $16.5K as of Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4223 holding.
  • Integrated Wealth Concepts first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2023 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $288K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.