CoreCap Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

CoreCap 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 Q1	–	Sell	-1,000	Closed	-$9.45K	–	3035
2025 Q4	$9.45K	Hold	1,000	–	–	﹤0.01%	1984
2025 Q3	$9.75K	Sell	1,000 -3,200	-76%	-$30K	﹤0.01%	1940
2025 Q2	$38.9K	Buy	4,200 +3,200	+320%	+$28.6K	﹤0.01%	1347
2025 Q1	$9.22K	Hold	1,000	–	–	﹤0.01%	1855
2024 Q4	$9.01K	Hold	1,000	–	–	﹤0.01%	1812
2024 Q3	$9.41K	Buy	+1,000	New	+$8.84K	﹤0.01%	1811
2024 Q2	–	Sell	-1,000	Closed	-$8.44K	–	2315
2024 Q1	$8.44K	Buy	+1,000	New	+$8.26K	﹤0.01%	1785
2022 Q4	$8.6K	Buy	+1,000	New	+$8.85K	﹤0.01%	1588
2022 Q3	–	Sell	-1,000	Closed	-$10K	–	1634
2022 Q2	$10K	Buy	+1,000	New	+$10.1K	﹤0.01%	1479
2022 Q1	–	Sell	-1,000	Closed	-$13K	–	1633
2021 Q4	$13K	Buy	+1,000	New	+$12.7K	﹤0.01%	1471

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

CoreCap Advisors's PFO Position: Q1 2026 in Review

CoreCap Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026, closing a stake of 1,000 shares — an estimated $9.45K sold.

CoreCap Advisors first reported a position in PFO in Q4 2021 and held it in 10 quarters. The position peaked at $38.9K in Q2 2025. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

CoreCap Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
CoreCap Advisors sold 1,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $9.45K.
CoreCap Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2021 and held it in 10 quarters.
CoreCap Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $38.9K in Q2 2025.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on CoreCap Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.