Ameritas Advisory Services’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-3,500	Closed	-$32.4K	–	2693
2025 Q2	$32.4K	Buy	+3,500	New	+$31.2K	﹤0.01%	1515

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PAG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

DADC

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

Ameritas Advisory Services's PFO Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2025, closing a stake of 3,500 shares — an estimated $32.4K sold.

Ameritas Advisory Services first reported a position in PFO in Q2 2025 and held it in 1 quarter. The position peaked at $32.4K in Q2 2025. 45 funds tracked by Wall St. Rank hold PFO as of Q3 2025.

Ameritas Advisory Services reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,500 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2025, an estimated $32.4K.
Ameritas Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2025 and held it in 1 quarter.
Ameritas Advisory Services's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $32.4K in Q2 2025.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.