American Portfolios Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

American Portfolios Advisors’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
2022 Q3	$34.2K	Buy	3,996 +52	+1%	+$502	﹤0.01%	1918
2022 Q2	$37.5K	Buy	3,944 +53	+1%	+$536	﹤0.01%	1919
2022 Q1	$44.7K	Buy	3,891 +46	+1%	+$529	﹤0.01%	1936
2021 Q4	$49K	Buy	3,845 +44	+1%	+$557	﹤0.01%	1879
2021 Q3	$48.7K	Buy	3,801 +38	+1%	+$500	﹤0.01%	1784
2021 Q2	$50.2K	Buy	3,763 +37	+1%	+$491	﹤0.01%	1727
2021 Q1	$49K	Buy	3,726 +814	+28%	+$10.5K	﹤0.01%	1619
2020 Q4	$38.2K	Buy	2,912 +588	+25%	+$7.34K	﹤0.01%	1525
2020 Q3	$27.7K	Buy	2,324 +329	+16%	+$3.91K	﹤0.01%	1550
2020 Q2	$22.2K	Buy	1,995 +695	+53%	+$7.69K	﹤0.01%	1599
2020 Q1	$12.9K	Hold	1,300	–	–	﹤0.01%	1715
2019 Q4	$16K	Hold	1,300	–	–	﹤0.01%	1816
2019 Q3	$15.9K	Hold	1,300	–	–	﹤0.01%	1760
2019 Q2	$15.2K	Hold	1,300	–	–	﹤0.01%	1761
2019 Q1	$14.6K	Hold	1,300	–	–	﹤0.01%	1694
2018 Q4	$13.7K	Hold	1,300	–	–	﹤0.01%	1518
2018 Q3	$15.1K	Hold	1,300	–	–	﹤0.01%	1588
2018 Q2	$14K	Hold	1,300	–	–	﹤0.01%	1591
2018 Q1	$14.1K	Hold	1,300	–	–	﹤0.01%	1513
2017 Q4	$15.4K	Buy	+1,300	New	+$15.7K	﹤0.01%	1417

Other funds holding PFO

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Portfolios Advisors's PFO Position: Q3 2022 in Review

American Portfolios Advisors increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 1.3% in Q3 2022, buying an estimated $502 and bringing the position to 3,996 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

American Portfolios Advisors first reported a position in PFO in Q4 2017 and has held it in 20 quarters since. The position peaked at $50.2K in Q2 2021. 42 funds tracked by Wall St. Rank hold PFO as of Q3 2022.

American Portfolios Advisors held 3,996 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $34.2K as of Q3 2022.
American Portfolios Advisors bought 52 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2022, an estimated $502.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1918 holding.
American Portfolios Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $50.2K in Q2 2021.
42 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.