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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

PFO holding history

Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC in every 13F filed by GWM Advisors LLC, 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 Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q4 2021
Holdings of PFO by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−26,272−100.0%Sold outHolders
Q4 202526,272$248.3K<0.1%−1,100−4.0%ReducedHolders
Q3 202527,372$266.9K<0.1%−3,709−11.9%ReducedHolders
Q2 202531,081$287.5K<0.1%+2,709+9.5%AddedHolders
Q1 202528,372$261.6K<0.1%00.0%UnchangedHolders
Q4 202428,372$255.6K<0.1%−1,600−5.3%ReducedHolders
Q3 202429,972$282.0K<0.1%−2,053−6.4%ReducedHolders
Q2 202432,025$271.3K<0.1%+3,000+10.3%AddedHolders
Q1 202429,025$245.0K<0.1%−9,900−25.4%ReducedHolders
Q4 202338,925$316.9K<0.1%+17,300+80.0%AddedHolders
Q3 202321,625$160.9K<0.1%−14,300−39.8%ReducedHolders
Q2 202335,925$287.8K<0.1%+400+1.1%AddedHolders
Q1 202335,525$265.6K<0.1%−60.0%ReducedHolders
Q4 202235,531$302.8K<0.1%+2,806+8.6%AddedHolders
Q3 202232,725$281.0K<0.1%+563+1.8%AddedHolders
Q2 202232,162$306.0K<0.1%+3,000+10.3%AddedHolders
Q1 202229,162$336.0K<0.1%+4,100+16.4%AddedHolders
Q4 202125,062$319.0K<0.1%+25,062NewHolders