Sound Income Strategies’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-236	Closed	-$4.8K	–	935
2026 Q1	$4.8K	Hold	236	–	–	﹤0.01%	1843
2025 Q4	$4.99K	Hold	236	–	–	﹤0.01%	1802
2025 Q3	$5.15K	Hold	236	–	–	﹤0.01%	1167
2025 Q2	$4.84K	Hold	236	–	–	﹤0.01%	1094
2025 Q1	$4.78K	Hold	236	–	–	﹤0.01%	1065
2024 Q4	$4.71K	Hold	236	–	–	﹤0.01%	994
2024 Q3	$5.08K	Hold	236	–	–	﹤0.01%	947
2024 Q2	$4.54K	Hold	236	–	–	﹤0.01%	962
2024 Q1	$4.53K	Hold	236	–	–	﹤0.01%	924
2023 Q4	$4.2K	Hold	236	–	–	﹤0.01%	922
2023 Q3	$3.96K	Hold	236	–	–	﹤0.01%	792
2023 Q2	$4.12K	Hold	236	–	–	﹤0.01%	776
2023 Q1	$4.29K	Hold	236	–	–	﹤0.01%	720
2022 Q4	$4.42K	Hold	236	–	–	﹤0.01%	665
2022 Q3	$4K	Hold	236	–	–	﹤0.01%	607
2022 Q2	$5K	Hold	236	–	–	﹤0.01%	580
2022 Q1	$6K	Hold	236	–	–	﹤0.01%	559
2021 Q4	$7K	Sell	236 -236	-50%	-$6.66K	﹤0.01%	526
2021 Q3	$14K	Hold	472	–	–	﹤0.01%	398
2021 Q2	$14K	Buy	+472	New	+$14.1K	﹤0.01%	412

Other funds holding DFP

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

SAM

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

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Sound Income Strategies's DFP Position: Q2 2026 in Review

Sound Income Strategies sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026, closing a stake of 236 shares — an estimated $4.8K sold.

Sound Income Strategies first reported a position in DFP in Q2 2021 and held it in 20 quarters. The position peaked at $14K in Q3 2021. 63 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Sound Income Strategies reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 236 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $4.8K.
Sound Income Strategies first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2021 and held it in 20 quarters.
Sound Income Strategies's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $14K in Q3 2021.
63 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.