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

Vanguard Capital 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
2025 Q2	–	Sell	-14,000	Closed	-$129K	–	129
2025 Q1	$129K	Buy	+14,000	New	+$128K	0.16%	102
2023 Q2	–	Sell	-34,000	Closed	-$281K	–	146
2023 Q1	$281K	Hold	34,000	–	–	0.28%	79
2022 Q4	$292K	Hold	34,000	–	–	0.34%	74
2022 Q3	$291K	Buy	34,000 +4,000	+13%	+$38.6K	0.35%	70
2022 Q2	$285K	Hold	30,000	–	–	0.32%	77
2022 Q1	$345K	Hold	30,000	–	–	0.25%	96
2021 Q4	$382K	Hold	30,000	–	–	0.27%	82
2021 Q3	$385	Hold	30,000	–	–	0.26%	83
2021 Q2	$400K	Hold	30,000	–	–	0.3%	91
2021 Q1	$400K	Buy	+30,000	New	+$388K	0.34%	75

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

Vanguard Capital Wealth Advisors's PFO Position: Q2 2025 in Review

Vanguard Capital Wealth Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2025, closing a stake of 14,000 shares — an estimated $129K sold.

Vanguard Capital Wealth Advisors first reported a position in PFO in Q1 2021 and held it in 10 quarters. The position peaked at $400K in Q2 2021. 47 funds tracked by Wall St. Rank hold PFO as of Q2 2025.

Vanguard Capital Wealth Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 14,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2025, an estimated $129K.
Vanguard Capital Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2021 and held it in 10 quarters.
Vanguard Capital Wealth Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $400K in Q2 2021.
47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.