Noble Wealth Management PBC’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Noble Wealth Management PBC’s Portfolio FFC Stock Details FFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Buy	72,317 +31,655	+78%	+$506K	0.54%	55
2026 Q1	$630K	Buy	40,662 +26,900	+195%	+$440K	0.32%	77
2025 Q4	$227K	Sell	13,762 -30,500	-69%	-$508K	0.11%	138
2025 Q3	$748K	Buy	+44,262	New	+$728K	0.4%	66
2025 Q1	$1.12M	Sell	70,150 -700	-1%	-$11.2K	0.76%	42
2024 Q4	$1.1M	Buy	+70,850	New	+$1.13M	0.76%	45

Other funds holding FFC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return