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Flaherty & Crumrine Pref. Incme Opp shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $200k 22k 9.04
2024-12-31 $407k 45k 9.01

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Top funds holding Flaherty & Crumrine Pref. Incme Opp

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

View all funds holding Flaherty & Crumrine Pref. Incme Opp