APFP
PFO

Action Point Financial Planning’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Action Point Financial Planning’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7K Buy
+1,700
New +$15.6K ﹤0.01% 1239

Other funds holding PFO

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

Action Point Financial Planning's PFO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026: 1,700 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings.

50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Action Point Financial Planning held 1,700 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $15.7K as of Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Action Point Financial Planning position in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1239 holding.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.