Creative Planning
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1540235
OVERLAND PARK, KS
Position in JPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$206,014
-$52,434 QoQ
Shares Held
26,144
-23.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#163
of 330 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $560,003,629 across 178 Asset Management names. JPC ranks #142 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | JHG |
Janus Henderson Group Ltd.
|
452,530 | $23,508,932 | |
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in JPC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,014 | 26,144 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $258,448 | 34,277 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $239,764 | 29,564 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $215,537 | 26,285 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100,105 | 12,482 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $87,361 | 10,975 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $181,605 | 23,105 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $133,800 | 16,580 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $93,113 | 12,465 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $93,037 | 13,763 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $644,906 | 101,881 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $92,514 | 14,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $136,026 | 18,685 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $144,525 | 20,795 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $222,936 | 29,142 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $272,801 | 31,795 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $296,752 | 30,405 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $301,009 | 30,405 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $332,074 | 33,274 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $323,371 | 34,075 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $310,412 | 32,675 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $304,977 | 35,922 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $134,782 | 16,377 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $123,877 | 16,877 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||