Cetera Investment Advisers
Position in PFO — Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
CIK 1666741
SCHAUMBURG, IL
Position in PFO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$105,930
-$4,672 QoQ
Shares Held
11,718
+0.1% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $1,058,754,012 across 344 Asset Management names. PFO ranks #328 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
72,806 | $70,018,258 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,726,789 | $61,197,402 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,883,014 | $55,449,439 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
3,211,031 | $53,335,224 | |
| 5 | BX |
Blackstone Inc.
|
427,819 | $49,194,906 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
1,457,155 | $35,540,010 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
799,536 | $32,357,221 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
1,708,064 | $29,224,975 |
All Filings in PFO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,930 | 11,718 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $110,602 | 11,704 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $184,694 | 18,943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $130,286 | 14,085 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $129,448 | 14,040 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $166,113 | 19,612 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $186,726 | 22,124 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $149,520 | 18,784 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $139,752 | 18,784 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $166,479 | 20,784 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $183,843 | 22,284 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $191,642 | 22,284 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $262,190 | 30,594 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $307,838 | 32,336 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $409,239 | 35,586 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $549,015 | 43,060 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $540,721 | 42,178 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $573,996 | 42,996 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $560,563 | 42,596 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $568,620 | 43,340 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||