AW
PFO

Atlas Wealth’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Atlas Wealth’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
2026
Q2 		$531K Buy
+57,449
New +$528K 0.08% 122

Other funds holding PFO

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Atlas Wealth's PFO Position: Q2 2026 in Review

Atlas Wealth opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026: 57,449 shares worth $531K. The stake represents 0.08% of the portfolio and ranks #122 among its holdings.

21 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Atlas Wealth held 57,449 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $531K as of Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Atlas Wealth position in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.08% of Atlas Wealth's portfolio in Q2 2026, its #122 holding.
  • 21 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.