Kestra Advisory Services’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Kestra Advisory Services’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
2021 Q1	–	Sell	-11,745	Closed	-$152K	–	2002
2020 Q4	$152K	Buy	+11,745	New	+$147K	﹤0.01%	1752

Other funds holding PFO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DADC

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Kestra Advisory Services's PFO Position: Q1 2021 in Review

Kestra Advisory Services sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2021, closing a stake of 11,745 shares — an estimated $152K sold.

Kestra Advisory Services first reported a position in PFO in Q4 2020 and held it in 1 quarter. The position peaked at $152K in Q4 2020. 41 funds tracked by Wall St. Rank hold PFO as of Q1 2021.

Kestra Advisory Services reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2021 after selling out during the quarter.
Kestra Advisory Services sold 11,745 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2021, an estimated $152K.
Kestra Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2020 and held it in 1 quarter.
Kestra Advisory Services's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $152K in Q4 2020.
41 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.