WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1632972 PLYMOUTH, MN

Position in JPC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,983,486

+$340,181 QoQ

Shares Held

378,615

+8.0% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#33

of 330 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. JPC ranks #27 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	1,969,959	$51,987,218
2	BLK	BlackRock, Inc.	50,374	$48,437,623
3	STT	State Street Corp	269,468	$45,701,772
4	BX	Blackstone Inc.	256,063	$30,130,933
5	TROW	Price T Rowe Group Inc	215,256	$24,472,454
6	PHYS	Sprott Physical Gold Trust	662,675	$19,992,904
7	AMP	Ameriprise Financial Inc	33,437	$15,339,558
8	BEN	Franklin Resources Inc	446,300	$14,848,401

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,983,486	378,615	+8.0%	Shares	Sole	2026-07-15
2026-03-31	$2,643,305	350,571	-0.9%	Shares	Sole	2026-04-08
2025-12-31	$2,867,679	353,598	+15.5%	Shares	Sole	2026-01-08
2025-09-30	$2,509,339	306,017	+38.6%	Shares	Sole	2025-10-29
2025-06-30	$1,770,230	220,727	+49.3%	Shares	Sole	2025-07-10
2025-03-31	$1,176,623	147,817	+153.6%	Shares	Sole	2025-04-16
2024-12-31	$458,120	58,285	+143.9%	Shares	Sole	2025-03-17
2024-09-30	$192,881	23,901	-1.5%	Shares	Sole	2024-10-24
2024-06-30	$181,169	24,253	-11.8%	Shares	Sole	2024-07-16
2024-03-31	$197,782	27,508	-20.3%	Shares	Sole	2024-04-15
2023-12-31	$233,233	34,502	+223.6%	Shares	Sole	2024-01-30
2023-09-30	$67,490	10,662	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.