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Flaherty & Crumrine Pref. Incme Opp shares owned by Apella Capital

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Incme Opp (PFO) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $146k 15k 9.71
2025-06-30 $139k 15k 9.25
2025-03-31 $133k 15k 8.83
2024-12-31 $136k 15k 9.01
2024-09-30 $143k 15k 9.46
2024-06-30 $127k 15k 8.44

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Top funds holding Flaherty & Crumrine Pref. Incme Opp

Sit Investment Associates
Atlantic Trust
Pathstone Holdings
1607 Capital Partners
Private Advisor
Envestnet Asset Management
Morgan Stanley
Advisors Asset Management
D.A. Davidson & Co.
Mustico Financial Group
TrueMark Investments
Rivernorth Capital Management
Cambridge Investment Research Advisors
Fiera Capital Corporation
Napa Wealth Management

View all funds holding Flaherty & Crumrine Pref. Incme Opp