KESTRA PRIVATE WEALTH SERVICES, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1649451
AUSTIN, TX
Position in JPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$374,315
-$266,848 QoQ
Shares Held
47,502
-44.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#114
of 328 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $61,362,189 across 92 Asset Management names. JPC ranks #42 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
10,740 | $10,327,154 | |
| 2 | BX |
Blackstone Inc.
|
63,656 | $7,490,401 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
65,709 | $2,798,546 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
51,444 | $2,069,592 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
62,900 | $1,897,693 | |
| 6 | AMP |
Ameriprise Financial Inc
|
3,884 | $1,781,823 | |
| 7 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
116,229 | $1,607,447 | |
| 8 | CHY |
Calamos Convertible & High Income Fund
|
110,076 | $1,499,235 |
All Filings in JPC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,315 | 47,502 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $641,163 | 85,035 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $773,888 | 95,424 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $461,233 | 56,248 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $303,749 | 37,874 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $417,239 | 52,417 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $461,209 | 58,678 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $348,656 | 43,204 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,154 | 37,504 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $317,445 | 44,151 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $128,358 | 18,988 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $87,354 | 13,800 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||