Westside Investment Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Westside Investment Management’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	$34.5K	Hold	1,667	–	–	﹤0.01%	727
2026 Q1	$33.5K	Hold	1,667	–	–	0.01%	698
2025 Q4	$34.7K	Hold	1,667	–	–	0.01%	665
2025 Q3	$36.1K	Hold	1,667	–	–	0.01%	654
2025 Q2	$34.2K	Hold	1,667	–	–	0.01%	526
2025 Q1	$33.7K	Hold	1,667	–	–	0.01%	468
2024 Q4	$33.2K	Buy	+1,667	New	+$34.3K	0.01%	476

Other funds holding DFP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

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

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

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

HWAM

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Westside Investment Management's DFP Position: Q2 2026 in Review

Westside Investment Management held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q2 2026 at 1,667 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Westside Investment Management first reported a position in DFP in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.1K in Q3 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Westside Investment Management held 1,667 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $34.5K as of Q2 2026.
Westside Investment Management left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #727 holding.
Westside Investment Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 7 quarters since.
Westside Investment Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $36.1K in Q3 2025.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.