AdvisorNet Financial, Inc

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1409362 MINNETONKA, MN

Position in JPC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$27,201

+$1,641 QoQ

Shares Held

3,452

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#276

of 328 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AdvisorNet Financial, Inc holds $14,670,854 across 100 Asset Management names. JPC ranks #42 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	601,286	$7,594,242
2	PHYS	Sprott Physical Gold Trust	31,489	$950,023
3	BX	Blackstone Inc.	7,373	$867,580
4	NXP	Nuveen Select Tax Free Income Portfolio	55,365	$792,273
5	BLK	BlackRock, Inc.	677	$650,976
6	CEF	Sprott Physical Gold & Silver Trust	8,950	$360,058
7	PDI	PIMCO Dynamic Income Fund	17,128	$286,037
8	PAX	Patria Investments Ltd	18,185	$199,671

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,201	3,452	+1.8%	Shares	Sole	2026-07-23
2026-03-31	$25,560	3,390	-19.0%	Shares	Sole	2026-04-17
2025-12-31	$33,932	4,184	+1.9%	Shares	Sole	2026-01-20
2025-09-30	$33,661	4,105	+72.3%	Shares	Sole	2025-10-09
2025-06-30	$19,103	2,382	+2.6%	Shares	Sole	2025-07-14
2025-03-31	$18,483	2,322	+1.7%	Shares	Sole	2025-04-07
2024-12-31	$17,952	2,284	+3.3%	Shares	Sole	2025-01-13
2024-09-30	$17,834	2,210	-4.6%	Shares	Sole	2024-10-15
2024-06-30	$17,300	2,316	+2.0%	Shares	Sole	2024-07-16
2024-03-31	$16,321	2,270	-0.7%	Shares	Sole	2024-04-12
2023-12-31	$15,446	2,285	+9040.0%	Shares	Sole	2024-01-19
2023-03-31	$164	25	-92.4%	Shares	Sole	2023-04-28
2022-06-30	$2,524	330	-50.0%	Shares	Sole	2022-07-07
2022-03-31	$5,662	660	—	Shares	Sole	2022-04-14
No filing history on record for this holder in this stock.