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Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

PFO holding history

Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC in every 13F filed by Atticus 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2023
Holdings of PFO by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,746−100.0%Sold outHolders
Q3 20242,746$25.8K<0.1%+44+1.6%AddedHolders
Q2 20242,702$22.9K<0.1%+46+1.7%AddedHolders
Q1 20242,656$22.4K<0.1%+57+2.2%AddedHolders
Q4 20232,599$20.7K<0.1%+47+1.8%AddedHolders
Q3 20232,552$19.0K<0.1%+44+1.8%AddedHolders
Q2 20232,508$20.1K<0.1%+2,508NewHolders