Pinnacle Wealth Planning Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Pinnacle Wealth Planning Services’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	-5,307	Closed	-$110K	–	2769
2025 Q4	$110K	Buy	+5,307	New	+$113K	0.01%	724
2021 Q1	–	Sell	-5,726	Closed	-$166K	–	765
2020 Q4	$166K	Buy	+5,726	New	+$161K	0.04%	319

Other funds holding DFP

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

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

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

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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's DFP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2026, closing a stake of 5,307 shares — an estimated $110K sold.

Pinnacle Wealth Planning Services first reported a position in DFP in Q4 2020 and held it in 2 quarters. The position peaked at $166K in Q4 2020. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 5,307 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $110K.
Pinnacle Wealth Planning Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2020 and held it in 2 quarters.
Pinnacle Wealth Planning Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $166K in Q4 2020.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.