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Equibles

Basepoint Wealth LLC

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

CIK 2088236 CEDAR RAPIDS, IA
Back to PFO Full portfolio

Position in PFO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$59,015
-$30,815 QoQ
Shares Held
6,387
-35.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#36
of 49 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PFO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Basepoint Wealth LLC holds $46,909,614 across 32 Asset Management names. PFO ranks #13 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 730,965 $22,053,214
2 PSLV
Sprott Physical Silver Trust
 865,438 $16,330,815
3 PEO
Adams Natural Resources Fund, Inc.
 162,138 $4,008,051
4 TROW
Price T Rowe Group Inc
 10,385 $1,180,670
5 PFG
Principal Financial Group Inc
 9,623 $1,037,166
6 AMP
Ameriprise Financial Inc
 2,188 $1,003,766
7 DTF
Dtf Tax-Free Income 2028 Term Fund Inc
 19,472 $224,901
8 STEW
SRH Total Return Fund, Inc.
 10,587 $189,507

All Filings in PFO

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $59,015 6,387
2026-03-31 $89,830 9,937
2025-12-31 $121,432 12,850
2025-09-30 $171,834 17,624
2025-06-30 $188,274 20,354
2025-03-31 $185,026 20,068
2024-12-31 $242,305 26,893
2024-09-30 $265,738 28,240
2024-06-30 $236,253 27,893
2024-03-31 $231,998 27,488
2023-12-31 $215,318 27,050
2023-09-30 $255,839 34,387
2023-06-30 $271,138 33,850
2023-03-31 $274,873 33,318
2022-12-31 $197,954 23,018
2022-09-30 $193,536 22,583
2022-06-30 $210,848 22,148
2022-03-31 $249,906 21,731
2021-12-31 $271,893 21,325