WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FFC — FLAHERTY & CRUMRINE PFD SECS

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  13 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported FLAHERTY & CRUMRINE PFD SECS (FFC) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows FFC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in FLAHERTY & CRUMRINE PFD SECS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FFC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FFC stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held FFC — position size vs. price
% of Fund (quarterly)    FFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 20,611 -10,350 -33.4% 0.00% $301K 2026-10-13 $14.83
2026 Q2 REDUCED 34.8% -6.5% ✅ 30,961 -16,500 -34.8% 0.00% $503K 2026-07-15 $15.94
2026 Q1 REDUCED 14.9% +6.6% ❌ 47,461 -8,320 -14.9% 0.00% $741K 2026-04-08 $15.22
2025 Q4 ADDED — — — 55,781 +3,700 +7.1% 0.00% $922K 2026-01-08 $15.57
2025 Q3 ADDED — — — 52,081 +1,840 +3.7% 0.00% $875K 2025-10-29 $15.64
2025 Q2 REDUCED — — — 50,241 -1,174 -2.3% 0.00% $832K 2025-07-10 $15.03
2025 Q1 REDUCED 20.6% +4.1% ❌ 51,415 -13,380 -20.6% 0.00% $819K 2025-04-16 $13.32
2024 Q4 REDUCED 7.2% +4.4% ❌ 64,795 -5,000 -7.2% 0.00% $1.1M 2025-01-10 $13.80
2024 Q3 ADDED — — — 69,795 +13,635 +24.3% 0.00% $1.1M 2024-10-24 $13.95
2024 Q2 ADDED — — — 56,160 +9,325 +19.9% 0.00% $831K 2024-07-16 $12.65
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FFC

As of 2026 Q3 — sorted by position size

Gridiron Partners, LLC 1.28% Noble Wealth Management PBC 0.44% Hennion & Walsh Asset Management, Inc. 3Y 0.21% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.17% Stolper Co 3Y 0.13% Sage Capital Advisors,llc 3Y 7Y 0.11% TITLEIST ASSET MANAGEMENT, LLC 3Y 0.08% First Heartland Consultants, Inc. 3Y 7Y 0.02% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and FFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning FFC?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported FFC across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported FFC position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for FFC was 0.00% in 2024 Q3.

What is the latest reported FFC position on this page?

The most recent filing on this page is 2026 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 20,611 shares, equal to 0.00% of portfolio, with an estimated market value of $301K.

What does the chart on this FFC ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly FFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their FFC position?

Based on 13F filing dates vs. subsequent FFC price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on FFC relative to SPY over the holding period was -9.0%.

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