Wealth Enhancement Advisory Services
PFD

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

Wealth Enhancement Advisory Services’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128K Hold
11,060
– – ﹤0.01% 3740
2026
Q1 		$124K Hold
11,060
– – ﹤0.01% 3275
2025
Q4 		$133K Hold
11,060
– – ﹤0.01% 3373
2025
Q3 		$131K Sell
11,060
-1,027
-8% -$11.9K ﹤0.01% 3268
2025
Q2 		$138K Hold
12,087
– – ﹤0.01% 3082
2025
Q1 		$136K Hold
12,087
– – ﹤0.01% 2705
2024
Q4 		$136K Hold
12,087
– – ﹤0.01% 2757
2024
Q3 		$144K Buy
12,087
+16
+0.1% +$178 ﹤0.01% 2499
2024
Q2 		$126K Buy
12,071
+1,011
+9% +$10.4K ﹤0.01% 2376
2024
Q1 		$117K Hold
11,060
– – ﹤0.01% 2273
2023
Q4 		$109K Buy
11,060
+813
+8% +$7.64K ﹤0.01% 2163
2023
Q3 		$93.6K Buy
+10,247
New +$100K ﹤0.01% 2106

Other funds holding PFD

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 PFD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q2 2026 at 11,060 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

Wealth Enhancement Advisory Services first reported a position in PFD in Q3 2023 and has held it in 12 quarters since. The position peaked at $144K in Q3 2024. 9 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,060 shares of Flaherty & Crumrine Preferred and Income Fund worth $128K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3740 holding.
  • Wealth Enhancement Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Flaherty & Crumrine Preferred and Income Fund position peaked at $144K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

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