Highline Wealth Partners’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Highline Wealth Partners’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 Q3	$2.68K	Hold	310	–	–	﹤0.01%	1137
2026 Q2	$2.86K	Hold	310	–	–	﹤0.01%	1077
2026 Q1	$2.8K	Buy	+310	New	+$2.92K	﹤0.01%	942

Other funds holding PFO

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $442M AUM 32.59% 1-Year Est. Return

Highline Wealth Partners's PFO Position: Q3 2026 in Review

Highline Wealth Partners held its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) position steady in Q3 2026 at 310 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Highline Wealth Partners first reported a position in PFO in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.86K in Q2 2026. 7 funds tracked by Wall St. Rank hold PFO as of Q3 2026.

Highline Wealth Partners held 310 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $2.68K as of Q3 2026.
Highline Wealth Partners left its Flaherty & Crumrine Preferred and Income Opportunity Fund share count unchanged in Q3 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1137 holding.
Highline Wealth Partners first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2026 and has held it in 3 quarters since.
Highline Wealth Partners's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $2.86K in Q2 2026.
7 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.