Resonant Capital Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Resonant Capital 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
2025 Q2	–	Sell	-10,000	Closed	-$92.2K	–	420
2025 Q1	$92.2K	Hold	10,000	–	–	0.01%	369
2024 Q4	$90.1K	Hold	10,000	–	–	0.01%	344
2024 Q3	$94.1K	Hold	10,000	–	–	0.01%	351
2024 Q2	$84.7K	Hold	10,000	–	–	0.01%	336
2024 Q1	$84.4K	Hold	10,000	–	–	0.01%	340
2023 Q4	$79.6K	Hold	10,000	–	–	0.01%	286
2023 Q3	$74.4K	Hold	10,000	–	–	0.01%	269
2023 Q2	$80.1K	Buy	+10,000	New	+$78.7K	0.01%	269

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 0.66% 1-Year Est. Return

PAG

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return

EMCIP

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

Resonant Capital Advisors's PFO Position: Q2 2025 in Review

Resonant Capital Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2025, closing a stake of 10,000 shares — an estimated $92.2K sold.

Resonant Capital Advisors first reported a position in PFO in Q2 2023 and held it in 8 quarters. The position peaked at $94.1K in Q3 2024. 47 funds tracked by Wall St. Rank hold PFO as of Q2 2025.

Resonant Capital Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Resonant Capital Advisors sold 10,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2025, an estimated $92.2K.
Resonant Capital Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2023 and held it in 8 quarters.
Resonant Capital Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $94.1K in Q3 2024.
47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2025.

Based on Resonant Capital Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.