Clear Creek Financial Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$102K Buy
11,080
+35
+0.3% +$322 0.01% 636
2026
Q1
$99.8K Buy
+11,045
New +$104K 0.01% 605

Other funds holding PFO

Clear Creek Financial Management's PFO Position: Q2 2026 in Review

Clear Creek Financial Management increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 0.32% in Q2 2026, buying an estimated $322 and bringing the position to 11,080 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #636.

Clear Creek Financial Management first reported a position in PFO in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Clear Creek Financial Management held 11,080 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $102K as of Q2 2026.
  • Clear Creek Financial Management bought 35 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $322.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #636 holding.
  • Clear Creek Financial Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.