Level Four Advisory Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Bought
Maintained
Sold
Other funds holding DFP
SIA
HWAM
GC
Level Four Advisory Services's DFP Position: Q2 2026 in Review
Level Four Advisory Services increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 4.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 12,056 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #825.
Level Four Advisory Services first reported a position in DFP in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.
- Level Four Advisory Services held 12,056 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $249K as of Q2 2026.
- Level Four Advisory Services bought 556 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $11.5K.
- Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #825 holding.
- Level Four Advisory Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and has held it in 5 quarters since.
- 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.