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

HWAM

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

SAM

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 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. 12 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.
12 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.