Wealth Enhancement Advisory Services
DFP

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
Q2 		$224K Buy
+10,802
New +$223K ﹤0.01% 3481

Other funds holding DFP

HWAM
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SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026: 10,802 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #3481 among its holdings.

12 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,802 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $224K as of Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3481 holding.
  • 12 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.