Samalin Investment Counsel, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1544366 CHAPPAQUA, NY

Position in JPC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$590,085

-$206,689 QoQ

Shares Held

74,884

-29.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#85

of 328 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Samalin Investment Counsel, LLC holds $43,823,687 across 57 Asset Management names. JPC ranks #28 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQH	abrdn Healthcare Investors	154,616	$3,398,459
2	CHI	Calamos Convertible Opportunities & Income Fund	206,445	$2,774,620
3	RVT	Royce Small-Cap Trust, Inc.	147,347	$2,721,499
4	UTG	Reaves Utility Income Fund	49,883	$2,031,235
5	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	64,791	$1,793,414
6	NML	Neuberger Energy Infrastructure & Income Fund Inc.	174,324	$1,767,645
7	ADX	Adams Diversified Equity Fund, Inc.	65,105	$1,663,432
8	GAM	General American Investors Co Inc	25,234	$1,608,667

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,085	74,884	-29.1%	Shares	Sole	2026-07-27
2026-03-31	$796,774	105,673	-11.1%	Shares	Sole	2026-04-23
2025-12-31	$964,530	118,931	-1.2%	Shares	Sole	2026-01-30
2025-09-30	$987,025	120,369	+4.8%	Shares	Sole	2025-10-30
2025-06-30	$920,872	114,822	+3.8%	Shares	Sole	2025-08-07
2025-03-31	$880,169	110,574	+4.1%	Shares	Sole	2025-05-14
2024-12-31	$834,661	106,191	+4.8%	Shares	Sole	2025-02-11
2024-09-30	$817,983	101,361	+6.4%	Shares	Sole	2024-11-13
2024-06-30	$711,487	95,246	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$681,180	94,740	+2.3%	Shares	Sole	2024-05-13
2023-12-31	$625,996	92,603	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.