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

Wealth Enhancement Advisory Services’s Portfolio FFC Stock Details FFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$503K	Sell	30,961 -16,500	-35%	-$264K	﹤0.01%	2678
2026 Q1	$741K	Sell	47,461 -8,320	-15%	-$136K	﹤0.01%	2024
2025 Q4	$922K	Buy	55,781 +3,700	+7%	+$61.6K	﹤0.01%	2016
2025 Q3	$875K	Buy	52,081 +1,840	+4%	+$30.3K	﹤0.01%	1948
2025 Q2	$832K	Sell	50,241 -1,174	-2%	-$18.2K	﹤0.01%	1863
2025 Q1	$819K	Hold	51,415	–	–	﹤0.01%	1709
2024 Q4	$798K	Sell	51,415 -18,380	-26%	-$293K	﹤0.01%	1680
2024 Q3	$1.15M	Buy	69,795 +13,635	+24%	+$210K	﹤0.01%	1317
2024 Q2	$831K	Buy	56,160 +9,325	+20%	+$135K	﹤0.01%	1366
2024 Q1	$696K	Buy	46,835 +3,180	+7%	+$45.8K	﹤0.01%	1401
2023 Q4	$607K	Buy	43,655 +3,819	+10%	+$50.3K	﹤0.01%	1398
2023 Q3	$517K	Buy	+39,836	New	+$537K	﹤0.01%	1408

Other funds holding FFC

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 35% in Q2 2026, selling an estimated $264K and leaving 30,961 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Wealth Enhancement Advisory Services first reported a position in FFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q3 2024. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Wealth Enhancement Advisory Services held 30,961 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $503K as of Q2 2026.
Wealth Enhancement Advisory Services sold 16,500 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $264K.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2678 holding.
Wealth Enhancement Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.15M in Q3 2024.
110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

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