Apella Capital’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Apella Capital’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 Q4	–	Sell	-15,066	Closed	-$146K	–	537
2025 Q3	$146K	Hold	15,066	–	–	﹤0.01%	463
2025 Q2	$139K	Hold	15,066	–	–	﹤0.01%	414
2025 Q1	$133K	Hold	15,066	–	–	﹤0.01%	379
2024 Q4	$136K	Hold	15,066	–	–	0.01%	339
2024 Q3	$143K	Hold	15,066	–	–	0.01%	317
2024 Q2	$127K	Buy	+15,066	New	+$125K	0.01%	304

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $21.3B AUM 22.13% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

NWMP

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

Apella Capital's PFO Position: Q4 2025 in Review

Apella Capital sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2025, closing a stake of 15,066 shares — an estimated $146K sold.

Apella Capital first reported a position in PFO in Q2 2024 and held it in 6 quarters. The position peaked at $146K in Q3 2025. 45 funds tracked by Wall St. Rank hold PFO as of Q4 2025.

Apella Capital reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
Apella Capital sold 15,066 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2025, an estimated $146K.
Apella Capital first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2024 and held it in 6 quarters.
Apella Capital's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $146K in Q3 2025.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2025.

Based on Apella Capital's 13F filing for Q4 2025, filed 21 Jan 2026.