Advance Capital Management, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1536029
SOUTHFIELD, MI
Position in JPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$336,326
+$216,244 QoQ
Shares Held
42,681
+168.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 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, 2026Advance Capital Management, Inc. holds $35,027,260 across 6 Asset Management names. JPC ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
208,234 | $33,986,462 | |
| 2 | ACP |
abrdn Income Credit Strategies Fund
|
68,357 | $355,456 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
42,681 | $336,326 | |
| 4 | BX |
Blackstone Inc.
|
1,722 | $202,627 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
11,300 | $73,789 | |
| 6 | DHF |
Bny Mellon High Yield Strategies Fund
|
30,000 | $72,600 |
All Filings in JPC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,326 | 42,681 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $120,082 | 15,926 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $129,159 | 15,926 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $130,593 | 15,926 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $127,726 | 15,926 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||