IBEX WEALTH ADVISORS
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1686242
BEDMINSTER, NJ
Position in JPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,277,256
+$75,222 QoQ
Shares Held
288,992
-1.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#39
of 330 holders
Holding Since
Mar 2020
19 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, 2026IBEX WEALTH ADVISORS holds $31,012,081 across 17 Asset Management names. JPC ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
279,655 | $7,380,095 | |
| 2 | BX |
Blackstone Inc.
|
54,053 | $6,360,416 | |
| 3 | STEP |
StepStone Group Inc.
|
121,785 | $5,037,027 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
288,992 | $2,277,256 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
147,780 | $1,734,937 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
160,447 | $1,479,321 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
118,437 | $1,435,456 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
106,089 | $1,084,229 |
All Filings in JPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,277,256 | 288,992 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,202,034 | 292,047 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,374,599 | 292,799 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,591,913 | 316,087 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,524,848 | 314,819 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,488,351 | 312,607 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,567,901 | 326,705 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $2,836,790 | 389,669 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,962,632 | 426,278 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,385,423 | 442,539 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,918,520 | 456,704 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,716,451 | 483,243 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $5,924,605 | 598,445 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,985,325 | 599,732 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $5,577,216 | 587,694 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $6,276,878 | 660,724 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $5,413,088 | 637,584 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,721,260 | 452,158 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,744,059 | 373,850 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||