MeadowBrook Investment Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

MeadowBrook Investment 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
2025 Q2	–	Sell	-1,770	Closed	-$35.8K	–	247
2025 Q1	$35.8K	Hold	1,770	–	–	0.03%	194
2024 Q4	$35.3K	Buy	1,770 +550	+45%	+$11.3K	0.03%	199
2024 Q3	$26.2K	Sell	1,220 -365	-23%	-$7.34K	0.02%	205
2024 Q2	$30.4K	Hold	1,585	–	–	0.03%	197
2024 Q1	$30.4K	Sell	1,585 -430	-21%	-$7.99K	0.03%	195
2023 Q4	$35.8K	Buy	+2,015	New	+$33.9K	0.03%	184

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

MeadowBrook Investment Advisors's DFP Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2025, closing a stake of 1,770 shares — an estimated $35.8K sold.

MeadowBrook Investment Advisors first reported a position in DFP in Q4 2023 and held it in 6 quarters. The position peaked at $35.8K in Q1 2025. 75 funds tracked by Wall St. Rank hold DFP as of Q2 2025.

MeadowBrook Investment Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 1,770 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2025, an estimated $35.8K.
MeadowBrook Investment Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2023 and held it in 6 quarters.
MeadowBrook Investment Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $35.8K in Q1 2025.
75 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.