Advisors Asset Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.17M Buy
+107,080
New +$968K 0.02% 855
2026
Q2
– Sell
-350,620
Closed -$3.17M – 1472
2026
Q1
$3.17M Buy
350,620
+40,933
+13% +$386K 0.05% 455
2025
Q4
$2.93M Buy
309,687
+215,441
+229% +$2.06M 0.05% 475
2025
Q3
$919K Buy
+94,246
New +$885K 0.02% 813

Other funds holding PFO

Advisors Asset Management's PFO Position: Q3 2026 in Review

Advisors Asset Management opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2026: 107,080 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #855 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in PFO as recently as Q1 2026.

Advisors Asset Management first reported a position in PFO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.17M in Q1 2026. 30 funds tracked by Wall St. Rank hold PFO as of Q3 2026.

  • Advisors Asset Management held 107,080 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $1.17M as of Q3 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Advisors Asset Management position in Q3 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.02% of Advisors Asset Management's portfolio in Q3 2026, its #855 holding.
  • Advisors Asset Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
  • Advisors Asset Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $3.17M in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2026.

Based on Advisors Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.