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Equibles

MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in PFO — Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

CIK 1965241 ST. LOUIS, MO
Back to PFO Full portfolio

Position in PFO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$109,253
+$2,365 QoQ
Shares Held
11,824
0.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#31
of 49 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $9,926,929 across 20 Asset Management names. PFO ranks #19 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOF
Guggenheim Strategic Opportunities Fund
 225,080 $2,457,873
2 TROW
Price T Rowe Group Inc
 13,231 $1,504,232
3 BLK
BlackRock, Inc.
 978 $940,405
4 MMT
Aberdeen Multi-Market Income Fund
 194,724 $856,785
5 JPC
Nuveen Preferred & Income Opportunities Fund
 61,444 $484,178
6 KKR
KKR & Co. Inc.
 5,274 $484,047
7 APO
Apollo Global Management, Inc.
 3,602 $426,152
8 CSQ
Calamos Strategic Total Return Fund
 20,004 $411,282

All Filings in PFO

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $109,253 11,824
2026-03-31 $106,888 11,824
2025-12-31 $111,736 11,824
2025-09-30 $115,284 11,824
2025-06-30 $109,372 11,824
2025-03-31 $109,017 11,824
2024-12-31 $106,534 11,824
2024-09-30 $111,263 11,824
2024-06-30 $100,149 11,824
2024-03-31 $99,794 11,824
2023-12-31 $94,119 11,824
2023-09-30 $87,970 11,824
2023-06-30 $94,710 11,824
2023-03-31 $97,548 11,824
2022-12-31 $101,686 11,824