Wolverine Asset Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Wolverine Asset Management’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 Q3	–	Sell	-39,431	Closed	-$365K	–	1781
2025 Q2	$365K	Buy	+39,431	New	+$352K	﹤0.01%	941
2024 Q3	–	Sell	-93,874	Closed	-$795K	–	1758
2024 Q2	$795K	Sell	93,874 -65,805	-41%	-$545K	0.01%	727
2024 Q1	$1.35M	Buy	159,679 +28,922	+22%	+$239K	0.02%	582
2023 Q4	$1.04M	Buy	130,757 +30,070	+30%	+$226K	0.01%	698
2023 Q3	$749K	Buy	100,687 +74,371	+283%	+$574K	0.01%	785
2023 Q2	$211K	Buy	+26,316	New	+$207K	﹤0.01%	988
2023 Q1	–	Sell	-14,178	Closed	-$122K	–	2036
2022 Q4	$122K	Buy	+14,178	New	+$126K	﹤0.01%	1245
2021 Q4	–	Sell	-14,643	Closed	-$187K	–	2177
2021 Q3	$187K	Buy	+14,643	New	+$193K	﹤0.01%	1182
2019 Q2	–	Sell	-608	Closed	-$6K	–	1565
2019 Q1	$6K	Buy	+608	New	+$6.88K	﹤0.01%	1282
2018 Q3	–	Sell	-121,645	Closed	-$1.31M	–	1608
2018 Q2	$1.31M	Sell	121,645 -14,877	-11%	-$160K	0.02%	682
2018 Q1	$1.48M	Buy	136,522 +124,919	+1,077%	+$1.39M	0.02%	638
2017 Q4	$137K	Buy	+11,603	New	+$140K	﹤0.01%	1126
2015 Q4	–	Sell	-41,003	Closed	-$421K	–	1878
2015 Q3	$421K	Buy	41,003 +20,865	+104%	+$218K	0.01%	713
2015 Q2	$214K	Buy	+20,138	New	+$241K	﹤0.01%	881
2014 Q4	–	Sell	-17,646	Closed	-$191K	–	2439
2014 Q3	$191K	Buy	+17,646	New	+$197K	﹤0.01%	1083
2014 Q1	–	Sell	-19,338	Closed	-$194K	–	2709
2013 Q4	$194K	Buy	19,338 +3,714	+24%	+$37.6K	﹤0.01%	1167
2013 Q3	$159K	Buy	15,624 +6,989	+81%	+$72.5K	﹤0.01%	1269
2013 Q2	$94K	Buy	+8,635	New	+$104K	﹤0.01%	1447

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

NWMP

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

DADC

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

Wolverine Asset Management's PFO Position: Q3 2025 in Review

Wolverine Asset Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2025, closing a stake of 39,431 shares — an estimated $365K sold.

Wolverine Asset Management first reported a position in PFO in Q2 2013 and held it in 18 quarters. The position peaked at $1.48M in Q1 2018. 45 funds tracked by Wall St. Rank hold PFO as of Q3 2025.

Wolverine Asset Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Wolverine Asset Management sold 39,431 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2025, an estimated $365K.
Wolverine Asset Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2013 and held it in 18 quarters.
Wolverine Asset Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $1.48M in Q1 2018.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2025.

Based on Wolverine Asset Management's 13F filing for Q3 2025, filed 28 Oct 2025.