Sowell Financial Services’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Sowell Financial 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
2026 Q2	$361K	Hold	39,073	–	–	0.01%	792
2026 Q1	$353K	Hold	39,073	–	–	0.01%	771
2025 Q4	$369K	Hold	39,073	–	–	0.01%	747
2025 Q3	$381K	Hold	39,073	–	–	0.01%	730
2025 Q2	$361K	Hold	39,073	–	–	0.01%	714
2025 Q1	$360K	Hold	39,073	–	–	0.02%	691
2024 Q4	$352K	Hold	39,073	–	–	0.02%	454
2024 Q3	$368K	Hold	39,073	–	–	0.02%	480
2024 Q2	$331K	Hold	39,073	–	–	0.02%	486
2024 Q1	$330K	Hold	39,073	–	–	0.02%	507
2023 Q4	$311K	Buy	+39,073	New	+$293K	0.02%	494

Other funds holding PFO

NWMP

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

WBC

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Sowell Financial Services's PFO Position: Q2 2026 in Review

Sowell Financial Services held its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) position steady in Q2 2026 at 39,073 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #792.

Sowell Financial Services first reported a position in PFO in Q4 2023 and has held it in 11 quarters since. The position peaked at $381K in Q3 2025. 5 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Sowell Financial Services held 39,073 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $361K as of Q2 2026.
Sowell Financial Services left its Flaherty & Crumrine Preferred and Income Opportunity Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #792 holding.
Sowell Financial Services first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2023 and has held it in 11 quarters since.
Sowell Financial Services's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $381K in Q3 2025.
5 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.