Cambridge Investment Research Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Cambridge Investment Research 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
2026 Q2	$591K	Sell	63,965 -3,346	-5%	-$30.8K	﹤0.01%	2805
2026 Q1	$608K	Buy	67,311 +4,194	+7%	+$39.6K	﹤0.01%	2632
2025 Q4	$596K	Sell	63,117 -1,217	-2%	-$11.7K	﹤0.01%	2549
2025 Q3	$627K	Sell	64,334 -1,608	-2%	-$15.1K	﹤0.01%	2456
2025 Q2	$610K	Sell	65,942 -3,447	-5%	-$30.8K	﹤0.01%	2363
2025 Q1	$640K	Sell	69,389 -7,566	-10%	-$69.3K	﹤0.01%	2213
2024 Q4	$693K	Buy	76,955 +3,473	+5%	+$32K	﹤0.01%	2164
2024 Q3	$691K	Sell	73,482 -5,302	-7%	-$46.9K	﹤0.01%	2149
2024 Q2	$667K	Sell	78,784 -1,163	-1%	-$9.63K	﹤0.01%	2059
2024 Q1	$675K	Sell	79,947 -1,532	-2%	-$12.7K	﹤0.01%	2018
2023 Q4	$649K	Sell	81,479 -2,942	-3%	-$22.1K	﹤0.01%	1980
2023 Q3	$628K	Buy	84,421 +950	+1%	+$7.34K	﹤0.01%	1908
2023 Q2	$669K	Buy	83,471 +15,825	+23%	+$124K	﹤0.01%	1915
2023 Q1	$558K	Buy	67,646 +13,169	+24%	+$118K	﹤0.01%	2010
2022 Q4	$468K	Buy	54,477 +182	+0.3%	+$1.61K	﹤0.01%	2068
2022 Q3	$465K	Sell	54,295 -288	-0.5%	-$2.78K	﹤0.01%	1993
2022 Q2	$520K	Buy	54,583 +3,685	+7%	+$37.3K	﹤0.01%	1931
2022 Q1	$585K	Buy	50,898 +4,121	+9%	+$47.4K	﹤0.01%	1978
2021 Q4	$596K	Buy	46,777 +6,080	+15%	+$76.9K	﹤0.01%	1960
2021 Q3	$522K	Buy	40,697 +9,172	+29%	+$121K	﹤0.01%	2020
2021 Q2	$421K	Buy	31,525 +13,249	+72%	+$176K	﹤0.01%	2195
2021 Q1	$241K	Buy	+18,276	New	+$236K	﹤0.01%	2457
2018 Q3	–	Sell	-21,333	Closed	-$229K	–	2288
2018 Q2	$229K	Sell	21,333 -3,212	-13%	-$34.6K	﹤0.01%	1918
2018 Q1	$267K	Buy	+24,545	New	+$274K	﹤0.01%	1755

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PAG

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

Cambridge Investment Research Advisors's PFO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 5% in Q2 2026, selling an estimated $30.8K and leaving 63,965 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Cambridge Investment Research Advisors first reported a position in PFO in Q1 2018 and has held it in 24 quarters since. The position peaked at $693K in Q4 2024. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Cambridge Investment Research Advisors held 63,965 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $591K as of Q2 2026.
Cambridge Investment Research Advisors sold 3,346 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $30.8K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2805 holding.
Cambridge Investment Research Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2018 and has held it in 24 quarters since.
Cambridge Investment Research Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $693K in Q4 2024.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.