NAPLES GLOBAL ADVISORS, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1582151
NAPLES, FL
Position in JPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$92,077
New position
Shares Held
11,685
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 328 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $23,059,513 across 11 Asset Management names. JPC ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,896 | $8,554,037 | |
| 2 | BX |
Blackstone Inc.
|
64,831 | $7,628,663 | |
| 3 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
133,413 | $1,985,185 | |
| 4 | ARCC |
Ares Capital Corp
|
73,602 | $1,363,845 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
82,584 | $1,302,349 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
66,431 | $779,899 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,606 | $426,625 | |
| 8 | NUV |
Nuveen Municipal Value Fund Inc
|
42,000 | $387,240 |
All Filings in JPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,077 | 11,685 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||