Napa Wealth Management
- SEC CIK
- 0001602844
- Latest filing
- Nov 12, 2025
PFO holding history
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC in every 13F filed by Napa Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PFO overviewAll 13F holders of PFOFull Q3 2025 holdings
- Shares (Q3 2025)
- 56,040
- Value
- $546.4K
- % of portfolio
- 0.3%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 56,040 | $546.4K | 0.3% | +984+1.8% | Added | Holders |
| Q2 2025 | 55,056 | $509.3K | 0.2% | −530−1.0% | Reduced | Holders |
| Q1 2025 | 55,586 | $512.5K | 0.3% | −6,838−11.0% | Reduced | Holders |
| Q4 2024 | 62,424 | $562.4K | 0.2% | −34,623−35.7% | Reduced | Holders |
| Q3 2024 | 97,047 | $913.2K | 0.4% | +17,255+21.6% | Added | Holders |
| Q2 2024 | 79,792 | $675.8K | 0.5% | +79,792 | New | Holders |