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Quaker Wealth Management, LLC

SEC CIK
0001733472
Latest filing
Jul 24, 2026

PFO holding history

Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC in every 13F filed by Quaker Wealth Management, 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 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of PFO by Quaker Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−10,936−100.0%Sold outHolders
Q4 202310,936$87.1K<0.1%+172+1.6%AddedHolders
Q3 202310,764$80.1K<0.1%+125+1.2%AddedHolders
Q2 202310,639$85.2K<0.1%+191+1.8%AddedHolders
Q1 202310,448$86.2K<0.1%+179+1.7%AddedHolders
Q4 202210,269$88.0K<0.1%+194+1.9%AddedHolders
Q3 202210,075$86.0K<0.1%+10,075NewHolders
Q2 20220$00.0%−14,509−100.0%Sold outHolders
Q1 202214,509$167.0K0.1%+270+1.9%AddedHolders
Q4 202114,239$182.0K0.1%+14,239NewHolders