Sigma Planning Corp

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1449126 ANN ARBOR, MI

Position in JPC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$194,856

+$7,065 QoQ

Shares Held

24,728

-0.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#166

of 330 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sigma Planning Corp holds $28,941,778 across 43 Asset Management names. JPC ranks #30 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp	171,155	$3,171,502
2	TROW	Price T Rowe Group Inc	22,229	$2,527,215
3	BEN	Franklin Resources Inc	63,766	$2,121,494
4	MSIF	Msc Income Fund, Inc.	182,577	$2,112,415
5	BX	Blackstone Inc.	14,626	$1,721,041
6	UTG	Reaves Utility Income Fund	37,286	$1,518,285
7	MAIN	Main Street Capital CORP	27,001	$1,400,811
8	FSK	FS KKR Capital Corp	124,538	$1,307,649

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,856	24,728	-0.7%	Shares	Sole	2026-08-07
2026-03-31	$187,791	24,906	-1.9%	Shares	Sole	2026-05-04
2025-12-31	$205,977	25,398	-0.1%	Shares	Sole	2026-01-30
2025-09-30	$208,386	25,413	+102.6%	Shares	Sole	2025-11-10
2025-03-31	$99,826	12,541	+0.0%	Shares	Sole	2025-05-02
2024-12-31	$98,540	12,537	+0.8%	Shares	Sole	2025-02-03
2024-09-30	$100,350	12,435	+5.4%	Shares	Sole	2024-11-04
2024-06-30	$88,108	11,795	+12.2%	Shares	Sole	2024-08-06
2023-06-30	$68,104	10,510	-28.4%	Shares	Sole	2023-08-02
2023-03-31	$96,561	14,675	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$106,673	14,653	+7.7%	Shares	Sole	2023-01-24
2022-09-30	$94,526	13,601	+0.3%	Shares	Sole	2022-11-10
2022-06-30	$103,779	13,566	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.