Prospera Financial Services Inc
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1541625
Dallas, TX
Position in JPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$651,085
+$29,322 QoQ
Shares Held
82,625
+0.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#82
of 330 holders
Holding Since
Sep 2020
18 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, 2026Prospera Financial Services Inc holds $135,113,428 across 81 Asset Management names. JPC ranks #33 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
249,715 | $29,383,964 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,340,709 | $25,299,178 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
472,542 | $14,256,592 | |
| 4 | BLK |
BlackRock, Inc.
|
10,338 | $9,940,607 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
476,073 | $4,389,393 | |
| 6 | NXP |
Nuveen Select Tax Free Income Portfolio
|
209,878 | $3,003,354 | |
| 7 | ARCC |
Ares Capital Corp
|
152,696 | $2,829,456 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
88,163 | $2,591,992 |
All Filings in JPC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,085 | 82,625 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $621,763 | 82,462 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $546,784 | 67,421 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $566,365 | 69,069 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $413,366 | 51,542 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $373,992 | 46,984 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $331,723 | 42,204 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $362,480 | 44,917 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $349,252 | 46,754 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $176,061 | 24,487 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $211,513 | 31,289 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $86,277 | 13,630 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $11,475 | 1,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $82,625 | 9,630 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $145,510 | 14,698 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $155,099 | 15,541 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $147,484 | 15,541 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $12,735 | 1,500 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||