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Equibles

PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 12600 DES MOINES, IA
Back to JPC Full portfolio

Position in JPC

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$535,658
+$25,012 QoQ
Shares Held
67,977
+0.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026

PRINCIPAL SECURITIES, INC. holds $148,542,364 across 51 Asset Management names. JPC ranks #38 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 525,806 $27,250,738
2 ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
 1,078,833 $15,686,231
3 PFG
Principal Financial Group Inc
 105,857 $11,409,267
4 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 591,357 $8,799,392
5 BLK
BlackRock, Inc.
 44,203 $7,814,878
6 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 261,662 $6,842,461
7 BN
BROOKFIELD Corp /ON/
 146,164 $6,225,124
8 STT
State Street Corp
 103,088 $6,115,544

All Filings in JPC

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $535,658 67,977
2026-03-31 $510,646 67,725
2025-12-31 $548,487 67,631
2025-09-30 $481,454 58,714
2025-06-30 $516,247 64,370
2025-03-31 $566,282 71,141
2024-12-31 $559,168 71,141
2024-09-30 $602,829 74,700
2024-06-30 $593,073 79,394
2024-03-31 $579,363 80,579
2023-12-31 $550,554 81,443