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

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HWAM
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Wells Fargo
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LPL Financial
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Morgan Stanley
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Focus Partners Wealth
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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.

84 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.
  • 84 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.