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

Spire Wealth 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
2026 Q2	$18.6K	Buy	+900	New	+$18.6K	﹤0.01%	1461
2023 Q3	–	Sell	-1,365	Closed	-$23.8K	–	2381
2023 Q2	$23.8K	Hold	1,365	–	–	﹤0.01%	1520
2023 Q1	$24.8K	Hold	1,365	–	–	﹤0.01%	1533
2022 Q4	$26K	Hold	1,365	–	–	﹤0.01%	1257
2022 Q3	$26K	Hold	1,365	–	–	﹤0.01%	1219
2022 Q2	$29K	Hold	1,365	–	–	﹤0.01%	1515
2022 Q1	$36K	Sell	1,365 -3,408	-71%	-$89.5K	﹤0.01%	1570
2021 Q4	$133K	Sell	4,773 -10,055	-68%	-$284K	﹤0.01%	1284
2021 Q3	$427K	Sell	14,828 -4,139	-22%	-$122K	0.01%	645
2021 Q2	$555K	Sell	18,967 -6	-0%	-$180	0.02%	579
2021 Q1	$571K	Buy	+18,973	New	+$555K	0.02%	620

Other funds holding DFP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HWAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Spire Wealth Management's DFP Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026: 900 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in DFP as recently as Q2 2023.

Spire Wealth Management first reported a position in DFP in Q1 2021 and has held it in 11 quarters since. The position peaked at $571K in Q1 2021. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Spire Wealth Management held 900 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $18.6K as of Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Spire Wealth Management position in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1461 holding.
Spire Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2021 and has held it in 11 quarters since.
Spire Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $571K in Q1 2021.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.