TrueMark Investments’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

TrueMark Investments’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	$208K	Buy	22,537 +1,494	+7%	+$13.7K	0.03%	136
2026 Q1	$190K	Sell	21,043 -49,654	-70%	-$468K	0.04%	129
2025 Q4	$668K	Buy	70,697 +1,985	+3%	+$19K	0.13%	130
2025 Q3	$670K	Buy	+68,712	New	+$645K	0.12%	133

Other funds holding PFO

PAG

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

NWMP

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SAM

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

TCM

Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

TrueMark Investments's PFO Position: Q2 2026 in Review

TrueMark Investments increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 7.1% in Q2 2026, buying an estimated $13.7K and bringing the position to 22,537 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #136.

TrueMark Investments first reported a position in PFO in Q3 2025 and has held it in 4 quarters since. The position peaked at $670K in Q3 2025. 13 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

TrueMark Investments held 22,537 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $208K as of Q2 2026.
TrueMark Investments bought 1,494 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $13.7K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.03% of TrueMark Investments's portfolio in Q2 2026, its #136 holding.
TrueMark Investments first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
TrueMark Investments's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $670K in Q3 2025.
13 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.