PWAM
DFP

Private Wealth Asset Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Private Wealth Asset Management’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
-100
Closed -$2.02K – 1134
2025
Q1 		$2.02K Buy
+100
New +$2.04K ﹤0.01% 792

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Asset Management's DFP Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2025, closing a stake of 100 shares — an estimated $2.02K sold.

Private Wealth Asset Management first reported a position in DFP in Q1 2025 and held it in 1 quarter. The position peaked at $2.02K in Q1 2025. 75 funds tracked by Wall St. Rank hold DFP as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 100 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2025, an estimated $2.02K.
  • Private Wealth Asset Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $2.02K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.