Cambridge Investment Research Advisors, Inc.
Position in PFO — Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
CIK 1419186
FAIRFIELD, IA
Position in PFO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$591,036
-$17,455 QoQ
Shares Held
63,965
-5.0% QoQ
Ownership
0.489%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 15 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PFO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $720,371,388 across 281 Asset Management names. PFO ranks #151 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,206 | $35,089,900 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in PFO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,036 | 63,965 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $608,491 | 67,311 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $596,455 | 63,117 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $627,256 | 64,334 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $609,963 | 65,942 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $639,766 | 69,389 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $693,364 | 76,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $691,465 | 73,482 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $667,300 | 78,784 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $674,752 | 79,947 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $648,572 | 81,479 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $628,092 | 84,421 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $668,602 | 83,471 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $558,079 | 67,646 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $468,502 | 54,477 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $465,308 | 54,295 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $519,630 | 54,583 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $585,327 | 50,898 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $596,406 | 46,777 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $521,735 | 40,697 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $420,858 | 31,525 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $240,512 | 18,276 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||