Next Financial Group’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Next Financial Group’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 Q4	$4K	Hold	300	–	–	﹤0.01%	2484
2021 Q3	$4K	Buy	+300	New	+$3.95K	﹤0.01%	2329
2017 Q1	–	Sell	-200	Closed	-$2K	–	2179
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	2182
2016 Q3	$2K	Buy	+200	New	+$2.45K	﹤0.01%	2173
2014 Q4	–	Sell	-200	Closed	-$2K	–	2233
2014 Q3	$2K	Hold	200	–	–	﹤0.01%	2324
2014 Q2	$2K	Buy	+200	New	+$2.32K	﹤0.01%	1076

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

CCM

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

VCWA

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

Next Financial Group's PFO Position: Q4 2021 in Review

Next Financial Group held its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) position steady in Q4 2021 at 300 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Next Financial Group first reported a position in PFO in Q2 2014 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold PFO as of Q4 2021.

Next Financial Group held 300 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $4K as of Q4 2021.
Next Financial Group left its Flaherty & Crumrine Preferred and Income Opportunity Fund share count unchanged in Q4 2021.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2484 holding.
Next Financial Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2014 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.