Independent Advisor Alliance’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Independent Advisor Alliance’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	$200K	Buy	+22,140	New	+$209K	﹤0.01%	1503
2025 Q1	–	Sell	-45,150	Closed	-$407K	–	1201
2024 Q4	$407K	Buy	+45,150	New	+$416K	0.01%	1020

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

Independent Advisor Alliance's PFO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026: 22,140 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PFO as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PFO in Q4 2024 and has held it in 2 quarters since. The position peaked at $407K in Q4 2024. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Independent Advisor Alliance held 22,140 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $200K as of Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Independent Advisor Alliance position in Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1503 holding.
Independent Advisor Alliance first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2024 and has held it in 2 quarters since.
Independent Advisor Alliance's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $407K in Q4 2024.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.