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

Future Financial Wealth Management’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
2023 Q1	–	Sell	-16,282	Closed	-$140K	–	120
2022 Q4	$140K	Buy	16,282 +2,838	+21%	+$25.1K	0.16%	110
2022 Q3	$128K	Buy	+13,444	New	+$130K	0.15%	116
2022 Q2	–	Sell	-8,806	Closed	-$101K	–	369
2022 Q1	$101K	Buy	8,806 +5,675	+181%	+$65.3K	0.08%	179
2021 Q4	$40K	Buy	+3,131	New	+$39.6K	0.03%	303

Other funds holding PFO

PAG

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

Future Financial Wealth Management's PFO Position: Q1 2023 in Review

Future Financial Wealth Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2023, closing a stake of 16,282 shares — an estimated $140K sold.

Future Financial Wealth Management first reported a position in PFO in Q4 2021 and held it in 4 quarters. The position peaked at $140K in Q4 2022. 37 funds tracked by Wall St. Rank hold PFO as of Q1 2023.

Future Financial Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
Future Financial Wealth Management sold 16,282 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2023, an estimated $140K.
Future Financial Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2021 and held it in 4 quarters.
Future Financial Wealth Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $140K in Q4 2022.
37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2023.

Based on Future Financial Wealth Management's 13F filing for Q1 2023, filed 4 Apr 2023.