Capital Investment Advisors, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1582732
ATLANTA, GA
Position in JPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,863,296
-$172,036 QoQ
Shares Held
236,459
-12.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#43
of 328 holders
Holding Since
Mar 2020
25 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, 2026Capital Investment Advisors, LLC holds $124,807,225 across 109 Asset Management names. JPC ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
1,481,041 | $9,093,591 | |
| 2 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
2,329,618 | $8,479,809 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
|
668,720 | $6,834,318 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
296,331 | $5,523,609 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
|
580,562 | $5,439,865 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
394,802 | $4,386,250 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
316,233 | $3,712,575 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
305,660 | $3,704,599 |
All Filings in JPC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,296 | 236,459 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,035,332 | 269,938 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,552,460 | 314,730 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,756,602 | 336,171 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $339,215 | 0 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,800,471 | 351,818 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,881,892 | 366,653 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $8,629,218 | 1,069,296 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,591,290 | 1,016,237 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,664,324 | 926,888 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,676,203 | 839,675 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $600,273 | 94,830 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $634,344 | 96,405 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $721,120 | 99,055 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $711,812 | 102,419 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $783,505 | 102,419 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $883,945 | 103,024 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,025,034 | 105,024 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,047,657 | 105,824 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,114,257 | 111,649 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,061,447 | 111,849 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,062,565 | 111,849 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $953,078 | 112,259 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $929,364 | 112,924 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $839,497 | 114,373 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||