Wealth Enhancement Advisory Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$220K	Buy	11,736 +934	+9%	+$19K	﹤0.01%	3659
2026 Q2	$224K	Buy	+10,802	New	+$223K	﹤0.01%	3481

Other funds holding DFP

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 8.6% in Q3 2026, buying an estimated $19K and bringing the position to 11,736 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

Wealth Enhancement Advisory Services first reported a position in DFP in Q2 2026 and has held it in 2 quarters since. The position peaked at $224K in Q2 2026. 17 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

Wealth Enhancement Advisory Services held 11,736 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $220K as of Q3 2026.
Wealth Enhancement Advisory Services bought 934 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2026, an estimated $19K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3659 holding.
Wealth Enhancement Advisory Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2026 and has held it in 2 quarters since.
Wealth Enhancement Advisory Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $224K in Q2 2026.
17 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.