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 Q3	$116K	Hold	11,060	–	–	﹤0.01%	3900
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

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

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

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

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

Signature Wealth Management Partners Montvale, New Jersey $234M AUM 23.06% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q3 2026 at 11,060 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3900.

Wealth Enhancement Advisory Services first reported a position in PFD in Q3 2023 and has held it in 13 quarters since. The position peaked at $144K in Q3 2024. 12 funds tracked by Wall St. Rank hold PFD as of Q3 2026.

Wealth Enhancement Advisory Services held 11,060 shares of Flaherty & Crumrine Preferred and Income Fund worth $116K as of Q3 2026.
Wealth Enhancement Advisory Services left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q3 2026.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3900 holding.
Wealth Enhancement Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Flaherty & Crumrine Preferred and Income Fund position peaked at $144K in Q3 2024.
12 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2026.

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