GWS
PFO

Greykasell Wealth Strategies’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Greykasell Wealth Strategies’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
2025
Q2 		– Sell
-1,439
Closed -$13.3K – 340
2025
Q1 		$13.3K Buy
+1,439
New +$13.2K 0.01% 244

Other funds holding PFO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Greykasell Wealth Strategies's PFO Position: Q2 2025 in Review

Greykasell Wealth Strategies sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2025, closing a stake of 1,439 shares — an estimated $13.3K sold.

Greykasell Wealth Strategies first reported a position in PFO in Q1 2025 and held it in 1 quarter. The position peaked at $13.3K in Q1 2025. 47 funds tracked by Wall St. Rank hold PFO as of Q2 2025.

  • Greykasell Wealth Strategies reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 1,439 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2025, an estimated $13.3K.
  • Greykasell Wealth Strategies first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2025 and held it in 1 quarter.
  • Greykasell Wealth Strategies's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $13.3K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.