B. Riley Wealth Advisors, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1464811
MEMPHIS, TN
Position in JPC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$408,885
+$17,642 QoQ
Shares Held
51,889
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#109
of 328 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,221,802 across 78 Asset Management names. JPC ranks #23 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in JPC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,885 | 51,889 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $391,243 | 51,889 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $429,262 | 52,930 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $434,026 | 52,930 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $400,815 | 49,977 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $527,013 | 67,050 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $686,869 | 85,114 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $383,517 | 51,341 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $81,139 | 11,285 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $329,049 | 48,676 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $71,434 | 11,285 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $121,778 | 18,793 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $123,657 | 18,793 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $136,813 | 18,793 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $86,089 | 12,387 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $89,558 | 11,707 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $100,368 | 11,698 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $114,933 | 11,776 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $117,216 | 11,840 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $118,153 | 11,839 | Shares | Other | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||