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

Total Clarity 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
2022 Q3	–	Sell	-3	Closed	–	–	385
2022 Q2	$0	Buy	+3	New	+$69	﹤0.01%	1022
2022 Q1	–	Sell	-178	Closed	-$5K	–	367
2021 Q4	$5K	Hold	178	–	–	﹤0.01%	800
2021 Q3	$5K	Buy	+178	New	+$5.23K	﹤0.01%	810

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Total Clarity Wealth Management's DFP Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2022, closing a stake of 3 shares.

Total Clarity Wealth Management first reported a position in DFP in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 54 funds tracked by Wall St. Rank hold DFP as of Q3 2022.

Total Clarity Wealth Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 3 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2022.
Total Clarity Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $5K in Q4 2021.
54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.