BFF
PFO

Byrne Financial Freedom’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Byrne Financial Freedom’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
-10,200
Closed -$94.3K – 106
2025
Q2 		$94.3K Hold
10,200
– – 0.05% 99
2025
Q1 		$94K Hold
10,200
– – 0.05% 97
2024
Q4 		$91.9K Buy
+10,200
New +$94.1K 0.04% 99

Other funds holding PFO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Pathstone Holdings
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 $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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

Byrne Financial Freedom's PFO Position: Q3 2025 in Review

Byrne Financial Freedom sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2025, closing a stake of 10,200 shares — an estimated $94.3K sold.

Byrne Financial Freedom first reported a position in PFO in Q4 2024 and held it in 3 quarters. The position peaked at $94.3K in Q2 2025. 45 funds tracked by Wall St. Rank hold PFO as of Q3 2025.

  • Byrne Financial Freedom reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
  • Byrne Financial Freedom sold 10,200 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2025, an estimated $94.3K.
  • Byrne Financial Freedom first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2024 and held it in 3 quarters.
  • Byrne Financial Freedom's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $94.3K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2025.

Based on Byrne Financial Freedom's 13F filing for Q3 2025, filed 14 Nov 2025.