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Flaherty & Crumrine Pref. Incme Opp shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Incme Opp (PFO) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Flaherty & Crumrine Pref. Incme Opp

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Pref. Incme Opp held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Incme Opp by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $16k 1.7k 9.24

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View all positions for Action Point Financial Planning

Top funds holding Flaherty & Crumrine Pref. Incme Opp

Sit Investment Associates
CIBC Bancorp USA
1607 Capital Partners
Private Advisor
Fiera Capital Corporation
Pathstone Holdings
Noble Wealth Management PBC
Closed-End Fund Advisors
Morgan Stanley
D.A. Davidson & Co.
Mustico Financial Group
Cambridge Investment Research Advisors
Atlas Wealth
LPL Financial
SRS Capital Advisors

View all funds holding Flaherty & Crumrine Pref. Incme Opp