Wealthcare Advisory Partners LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1683059
WEST CHESTER, PA
Position in JPC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,049,805
+$14,699 QoQ
Shares Held
133,224
-3.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#62
of 330 holders
Holding Since
Dec 2020
22 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, 2026Wealthcare Advisory Partners LLC holds $63,534,498 across 46 Asset Management names. JPC ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
545,634 | $16,461,777 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
436,792 | $7,294,426 | |
| 3 | ARCC |
Ares Capital Corp
|
264,044 | $4,892,735 | |
| 4 | APO |
Apollo Global Management, Inc.
|
33,725 | $3,990,004 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
205,537 | $3,878,483 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
79,900 | $3,214,377 | |
| 7 | BX |
Blackstone Inc.
|
20,925 | $2,462,244 | |
| 8 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
241,340 | $1,966,921 |
All Filings in JPC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,805 | 133,224 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,035,106 | 137,282 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,001,187 | 123,451 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $924,312 | 112,721 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $621,894 | 77,543 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $671,203 | 84,322 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $649,023 | 82,573 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $715,800 | 88,699 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $638,774 | 85,512 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $656,375 | 91,290 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $662,169 | 97,954 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $170,530 | 26,940 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $161,416 | 24,910 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $206,468 | 28,361 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $200,292 | 28,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $237,815 | 31,087 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $266,726 | 31,087 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $318,049 | 32,587 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $322,611 | 32,587 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $330,208 | 33,087 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $311,148 | 32,787 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $120,526 | 12,687 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||