JWCA
DFP

J.W. Cole Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

J.W. Cole 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
2026
Q1 		– Sell
-10,270
Closed -$214K – 909
2025
Q4 		$214K Buy
10,270
+10
+0.1% +$213 0.01% 1274
2025
Q3 		$222K Sell
10,260
-676
-6% -$14.2K ﹤0.01% 1395
2025
Q2 		$225K Buy
+10,936
New +$218K ﹤0.01% 1305

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Cole Advisors's DFP Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2026, closing a stake of 10,270 shares — an estimated $214K sold.

J.W. Cole Advisors first reported a position in DFP in Q2 2025 and held it in 3 quarters. The position peaked at $225K in Q2 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,270 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $214K.
  • J.W. Cole Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $225K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.