Strategic Advocates’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Strategic Advocates’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 Q1	$1.63K	Sell	81 -21,847	-100%	-$463K	0.01%	223
2025 Q4	$457K	Sell	21,928 -3,550	-14%	-$75.7K	0.12%	80
2025 Q3	$551K	Sell	25,478 -18,482	-42%	-$389K	0.14%	76
2025 Q2	$902K	Buy	43,960 +3,394	+8%	+$67.6K	0.27%	60
2025 Q1	$821K	Buy	+40,566	New	+$827K	0.29%	57

Other funds holding DFP

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Advocates's DFP Position: Q1 2026 in Review

Strategic Advocates reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 100% in Q1 2026, selling an estimated $463K and leaving 81 shares worth $1.63K. The position accounts for 0.01% of the portfolio, ranked #223.

Strategic Advocates first reported a position in DFP in Q1 2025 and has held it in 5 quarters since. The position peaked at $902K in Q2 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Strategic Advocates held 81 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.63K as of Q1 2026.
Strategic Advocates sold 21,847 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $463K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Strategic Advocates's portfolio in Q1 2026, its #223 holding.
Strategic Advocates first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2025 and has held it in 5 quarters since.
Strategic Advocates's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $902K in Q2 2025.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.