Millennium Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Millennium Management’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 Q1	–	Sell	-12,552	Closed	-$113K	–	6278
2024 Q4	$113K	Hold	12,552	–	–	﹤0.01%	5459
2024 Q3	$118K	Hold	12,552	–	–	﹤0.01%	5550
2024 Q2	$106K	Hold	12,552	–	–	﹤0.01%	5300
2024 Q1	$106K	Hold	12,552	–	–	﹤0.01%	5562
2023 Q4	$99.9K	Hold	12,552	–	–	﹤0.01%	5352
2023 Q3	$93.4K	Buy	+12,552	New	+$96.9K	﹤0.01%	5363

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

PAG

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

NWMP

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Millennium Management's PFO Position: Q1 2025 in Review

Millennium Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2025, closing a stake of 12,552 shares — an estimated $113K sold.

Millennium Management first reported a position in PFO in Q3 2023 and held it in 6 quarters. The position peaked at $118K in Q3 2024. 46 funds tracked by Wall St. Rank hold PFO as of Q1 2025.

Millennium Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
Millennium Management sold 12,552 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2025, an estimated $113K.
Millennium Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2023 and held it in 6 quarters.
Millennium Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $118K in Q3 2024.
46 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.