PWA
DFP

Provenance Wealth Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Provenance Wealth 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
Q1 		– Sell
-280
Closed -$5.58K – 550
2024
Q4 		$5.58K Hold
280
– – ﹤0.01% 363
2024
Q3 		$6.02K Buy
+280
New +$5.63K ﹤0.01% 386

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Provenance Wealth Advisors's DFP Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2025, closing a stake of 280 shares — an estimated $5.58K sold.

Provenance Wealth Advisors first reported a position in DFP in Q3 2024 and held it in 2 quarters. The position peaked at $6.02K in Q3 2024. 72 funds tracked by Wall St. Rank hold DFP as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 280 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2025, an estimated $5.58K.
  • Provenance Wealth Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $6.02K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.