ORBA Wealth Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

ORBA Wealth Advisors’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
2024 Q4	–	Sell	-14,000	Closed	-$132K	–	107
2024 Q3	$132K	Hold	14,000	–	–	0.07%	104
2024 Q2	$119K	Hold	14,000	–	–	0.06%	99
2024 Q1	$118K	Hold	14,000	–	–	0.07%	97
2023 Q4	$111K	Buy	+14,000	New	+$105K	0.07%	92

Other funds holding PFO

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return

EMCIP

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

ORBA Wealth Advisors's PFO Position: Q4 2024 in Review

ORBA Wealth Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2024, closing a stake of 14,000 shares — an estimated $132K sold.

ORBA Wealth Advisors first reported a position in PFO in Q4 2023 and held it in 4 quarters. The position peaked at $132K in Q3 2024. 44 funds tracked by Wall St. Rank hold PFO as of Q4 2024.

ORBA Wealth Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
ORBA Wealth Advisors sold 14,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2024, an estimated $132K.
ORBA Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2023 and held it in 4 quarters.
ORBA Wealth Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $132K in Q3 2024.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2024.

Based on ORBA Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.