IWC
PFO

Integrated Wealth Concepts’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Integrated Wealth Concepts’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 		$2.63K Buy
+284
New +$2.61K ﹤0.01% 5264

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

Integrated Wealth Concepts's PFO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026: 284 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #5264 among its holdings.

50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Integrated Wealth Concepts held 284 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $2.63K as of Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5264 holding.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.