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 Q2	$1.67K	Hold	81	–	–	0.01%	211
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 $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

Strategic Advocates's DFP Position: Q2 2026 in Review

Strategic Advocates held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q2 2026 at 81 shares worth $1.67K. The position accounts for 0.01% of the portfolio, ranked #211.

Strategic Advocates first reported a position in DFP in Q1 2025 and has held it in 6 quarters since. The position peaked at $902K in Q2 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Strategic Advocates held 81 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.67K as of Q2 2026.
Strategic Advocates left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Strategic Advocates's portfolio in Q2 2026, its #211 holding.
Strategic Advocates first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2025 and has held it in 6 quarters since.
Strategic Advocates's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $902K in Q2 2025.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.