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

HighTower 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
2025 Q4	–	Sell	-15,052	Closed	-$147K	–	3883
2025 Q3	$147K	Sell	15,052 -751	-5%	-$7.05K	﹤0.01%	3460
2025 Q2	$146K	Buy	15,803 +25	+0.2%	+$223	﹤0.01%	3394
2025 Q1	$145K	Sell	15,778 -3,398	-18%	-$31.1K	﹤0.01%	3276
2024 Q4	$173K	Sell	19,176 -1,877	-9%	-$17.3K	﹤0.01%	3240
2024 Q3	$196K	Buy	21,053 +461	+2%	+$4.08K	﹤0.01%	3139
2024 Q2	$168K	Buy	+20,592	New	+$171K	﹤0.01%	3078

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

HighTower Advisors's PFO Position: Q4 2025 in Review

HighTower Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2025, closing a stake of 15,052 shares — an estimated $147K sold.

HighTower Advisors first reported a position in PFO in Q2 2024 and held it in 6 quarters. The position peaked at $196K in Q3 2024. 45 funds tracked by Wall St. Rank hold PFO as of Q4 2025.

HighTower Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
HighTower Advisors sold 15,052 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2025, an estimated $147K.
HighTower Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2024 and held it in 6 quarters.
HighTower Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $196K in Q3 2024.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.