MARINO, STRAM & ASSOCIATES LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1099762
BRAINTREE, MA
Position in JPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$682,179
+$29,434 QoQ
Shares Held
86,571
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#79
of 328 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MARINO, STRAM & ASSOCIATES LLC holds $5,099,058 across 4 Asset Management names. JPC ranks #2 (13.4% of the industry book) .
All Filings in JPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,179 | 86,571 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $652,745 | 86,571 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $702,090 | 86,571 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $709,882 | 86,571 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $694,299 | 86,571 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $689,105 | 86,571 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $622,205 | 79,161 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $638,829 | 79,161 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $591,332 | 79,161 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $569,167 | 79,161 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $535,128 | 79,161 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||