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 Q2	$226K	Hold	10,950	–	–	0.06%	132
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 $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

Walled Lake Planning & Wealth Management's DFP Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q2 2026 at 10,950 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #132.

Walled Lake Planning & Wealth Management first reported a position in DFP in Q3 2020 and has held it in 17 quarters since. The position peaked at $250K in Q2 2023. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Walled Lake Planning & Wealth Management held 10,950 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $226K as of Q2 2026.
Walled Lake Planning & Wealth Management left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #132 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 17 quarters since.
Walled Lake Planning & Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $250K in Q2 2023.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.