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 Q2	–	Sell	-22,140	Closed	-$200K	–	1464
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 $5.28B AUM 14.42% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PAG

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

NWMP

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

DADC

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

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

Independent Advisor Alliance's PFO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026, closing a stake of 22,140 shares — an estimated $200K sold.

Independent Advisor Alliance first reported a position in PFO in Q4 2024 and held it in 2 quarters. The position peaked at $407K in Q4 2024. 49 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Independent Advisor Alliance reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 22,140 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $200K.
Independent Advisor Alliance first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $407K in Q4 2024.
49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.