Investors Research Corp’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Investors Research Corp’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 Q2	–	Sell	-1,200	Closed	-$24.3K	–	938
2025 Q1	$24.3K	Hold	1,200	–	–	0.01%	551
2024 Q4	$23.9K	Hold	1,200	–	–	0.01%	566
2024 Q3	$25.8K	Hold	1,200	–	–	0.01%	564
2024 Q2	$23K	Hold	1,200	–	–	0.01%	603
2024 Q1	$23K	Hold	1,200	–	–	0.01%	605
2023 Q4	$21.3K	Hold	1,200	–	–	0.01%	624
2023 Q3	$20.1K	Hold	1,200	–	–	0.01%	641
2023 Q2	$20.9K	Hold	1,200	–	–	0.01%	648
2023 Q1	$21.8K	Hold	1,200	–	–	0.01%	654
2022 Q4	$22.5K	Hold	1,200	–	–	0.01%	643
2022 Q3	$23K	Hold	1,200	–	–	0.01%	625
2022 Q2	$26K	Hold	1,200	–	–	0.01%	602
2022 Q1	$31K	Hold	1,200	–	–	0.01%	583
2021 Q4	$33K	Hold	1,200	–	–	0.01%	582
2021 Q3	$35K	Hold	1,200	–	–	0.01%	578
2021 Q2	$35K	Hold	1,200	–	–	0.01%	579
2021 Q1	$36K	Hold	1,200	–	–	0.01%	577
2020 Q4	$35K	Hold	1,200	–	–	0.01%	604
2020 Q3	$33K	Hold	1,200	–	–	0.02%	584
2020 Q2	$29K	Hold	1,200	–	–	0.01%	592
2020 Q1	$24K	Buy	+1,200	New	+$30K	0.02%	573

Other funds holding DFP

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investors Research Corp's DFP Position: Q2 2025 in Review

Investors Research Corp sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2025, closing a stake of 1,200 shares — an estimated $24.3K sold.

Investors Research Corp first reported a position in DFP in Q1 2020 and held it in 21 quarters. The position peaked at $36K in Q1 2021. 75 funds tracked by Wall St. Rank hold DFP as of Q2 2025.

Investors Research Corp reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
Investors Research Corp sold 1,200 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2025, an estimated $24.3K.
Investors Research Corp first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2020 and held it in 21 quarters.
Investors Research Corp's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $36K in Q1 2021.
75 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2025.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.