Thurston Springer Miller Herd & Titak’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio FFC Stock Details FFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.2K	Buy	+2,900	New	+$46.3K	0.02%	484
2026 Q1	–	Sell	-4,040	Closed	-$66.7K	–	1356
2025 Q4	$66.7K	Buy	+4,040	New	+$67.3K	0.02%	429
2025 Q2	–	Sell	-9,573	Closed	-$153K	–	1668
2025 Q1	$153K	Buy	+9,573	New	+$153K	0.03%	377
2024 Q4	–	Sell	-3,941	Closed	-$64.7K	–	1356
2024 Q3	$64.7K	Buy	+3,941	New	+$60.8K	0.02%	495

Other funds holding FFC

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

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

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return