Cetera Investment Advisers’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Cetera Investment Advisers’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 Q1	$106K	Buy	11,718 +14	+0.1%	+$132	﹤0.01%	4435
2025 Q4	$111K	Sell	11,704 -7,239	-38%	-$69.3K	﹤0.01%	4377
2025 Q3	$185K	Buy	18,943 +4,858	+34%	+$45.6K	﹤0.01%	4176
2025 Q2	$130K	Buy	14,085 +45	+0.3%	+$402	﹤0.01%	3837
2025 Q1	$129K	Buy	+14,040	New	+$129K	﹤0.01%	3718
2024 Q3	–	Sell	-19,612	Closed	-$166K	–	3868
2024 Q2	$166K	Sell	19,612 -2,512	-11%	-$20.8K	﹤0.01%	3414
2024 Q1	$187K	Buy	22,124 +3,340	+18%	+$27.6K	﹤0.01%	3372
2023 Q4	$150K	Hold	18,784	–	–	﹤0.01%	2093
2023 Q3	$140K	Sell	18,784 -2,000	-10%	-$15.4K	﹤0.01%	2049
2023 Q2	$166K	Sell	20,784 -1,500	-7%	-$11.8K	﹤0.01%	2022
2023 Q1	$184K	Hold	22,284	–	–	﹤0.01%	1972
2022 Q4	$192K	Sell	22,284 -8,310	-27%	-$73.6K	﹤0.01%	1916
2022 Q3	$262K	Sell	30,594 -1,742	-5%	-$16.8K	0.01%	1361
2022 Q2	$308K	Sell	32,336 -3,250	-9%	-$32.9K	﹤0.01%	1403
2022 Q1	$409K	Sell	35,586 -7,474	-17%	-$86K	0.01%	1295
2021 Q4	$549K	Buy	43,060 +882	+2%	+$11.2K	0.01%	1127
2021 Q3	$541K	Sell	42,178 -818	-2%	-$10.8K	0.01%	1099
2021 Q2	$574K	Buy	42,996 +400	+0.9%	+$5.31K	0.01%	1046
2021 Q1	$561K	Sell	42,596 -744	-2%	-$9.61K	0.01%	910
2020 Q4	$569K	Buy	+43,340	New	+$541K	0.01%	904

Other funds holding PFO

SIA

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

NWMP

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

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

CEFA

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

Cetera Investment Advisers's PFO Position: Q1 2026 in Review

Cetera Investment Advisers increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 0.12% in Q1 2026, buying an estimated $132 and bringing the position to 11,718 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #4435.

Cetera Investment Advisers first reported a position in PFO in Q4 2020 and has held it in 20 quarters since. The position peaked at $574K in Q2 2021. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Cetera Investment Advisers held 11,718 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $106K as of Q1 2026.
Cetera Investment Advisers bought 14 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $132.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4435 holding.
Cetera Investment Advisers first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2020 and has held it in 20 quarters since.
Cetera Investment Advisers's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $574K in Q2 2021.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.