Avidian Wealth Enterprises, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1471474
HOUSTON, TX
Position in JPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$133,944
New position
Shares Held
16,998
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#200
of 328 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Asset Management
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $14,722,392 across 24 Asset Management names. JPC ranks #21 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,193 | $4,031,821 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
105,595 | $2,503,657 | |
| 3 | BX |
Blackstone Inc.
|
15,717 | $1,849,419 | |
| 4 | ARCC |
Ares Capital Corp
|
60,567 | $1,122,306 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
31,899 | $962,392 | |
| 6 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
35,019 | $531,938 | |
| 7 | ARES |
Ares Management Corp
|
4,654 | $518,036 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
19,194 | $320,539 |
All Filings in JPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,944 | 16,998 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||