Stratos Wealth Partners, LTD.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1612865
BEACHWOOD, OH
Position in JPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,758,366
+$66,149 QoQ
Shares Held
476,950
-2.6% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#26
of 330 holders
Holding Since
Mar 2020
26 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, 2026Stratos Wealth Partners, LTD. holds $133,174,917 across 120 Asset Management names. JPC ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,788,705 | $23,271,052 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
433,686 | $12,004,428 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
527,617 | $10,847,805 | |
| 4 | BX |
Blackstone Inc.
|
64,513 | $7,591,244 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
167,225 | $5,045,178 | |
| 6 | BLK |
BlackRock, Inc.
|
4,406 | $4,236,633 | |
| 7 | ARES |
Ares Management Corp
|
37,069 | $4,126,150 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
476,950 | $3,758,366 |
All Filings in JPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,758,366 | 476,950 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,692,217 | 489,684 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,073,036 | 502,224 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,180,786 | 509,852 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,104,972 | 511,842 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,007,684 | 503,478 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,102,896 | 521,997 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,277,608 | 530,063 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,950,561 | 528,857 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,828,142 | 532,426 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,628,680 | 536,787 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,149,312 | 181,566 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,048,684 | 161,834 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,030,480 | 156,608 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,234,302 | 169,547 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,290,865 | 185,736 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,488,582 | 194,586 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,578,385 | 183,961 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,309,616 | 134,182 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $492,336 | 49,731 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $198,282 | 19,868 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $194,763 | 20,523 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $163,286 | 17,188 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $158,661 | 18,688 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $165,036 | 20,053 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $150,007 | 20,437 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||