Advisors Asset Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
Other funds holding PFO
NWMP
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. 31 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.
- 31 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.