Walled Lake Planning & Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Walled Lake Planning & 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 Q1	$220K	Hold	10,950	–	–	0.06%	122
2025 Q4	$228K	Hold	10,950	–	–	0.07%	124
2025 Q3	$237K	Hold	10,950	–	–	0.08%	121
2025 Q2	$225K	Hold	10,950	–	–	0.07%	127
2025 Q1	$222K	Hold	10,950	–	–	0.08%	120
2024 Q4	$218K	Hold	10,950	–	–	0.08%	119
2024 Q3	$235K	Hold	10,950	–	–	0.09%	112
2024 Q2	$210K	Hold	10,950	–	–	0.09%	111
2024 Q1	$210K	Buy	+10,950	New	+$203K	0.09%	105
2023 Q4	–	Sell	-14,375	Closed	-$241K	–	109
2023 Q3	$241K	Hold	14,375	–	–	0.12%	82
2023 Q2	$250K	Buy	+14,375	New	+$252K	0.12%	78
2021 Q4	–	Sell	-3,850	Closed	-$111K	–	150
2021 Q3	$111K	Hold	3,850	–	–	0.07%	109
2021 Q2	$113K	Hold	3,850	–	–	0.07%	102
2021 Q1	$116K	Hold	3,850	–	–	0.08%	100
2020 Q4	$112K	Hold	3,850	–	–	0.09%	94
2020 Q3	$105K	Buy	+3,850	New	+$101K	0.09%	92

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

Walled Lake Planning & Wealth Management's DFP Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q1 2026 at 10,950 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #122.

Walled Lake Planning & Wealth Management first reported a position in DFP in Q3 2020 and has held it in 16 quarters since. The position peaked at $250K in Q2 2023. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Walled Lake Planning & Wealth Management held 10,950 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $220K as of Q1 2026.
Walled Lake Planning & Wealth Management left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q1 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #122 holding.
Walled Lake Planning & Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2020 and has held it in 16 quarters since.
Walled Lake Planning & Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $250K in Q2 2023.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.