LEVEL FOUR ADVISORY SERVICES, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1696715
DALLAS, TX
Position in JPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$655,789
+$21,804 QoQ
Shares Held
83,222
-1.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#81
of 328 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,386,303 across 47 Asset Management names. JPC ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
83,813 | $9,528,699 | |
| 2 | BLK |
BlackRock, Inc.
|
7,554 | $7,263,624 | |
| 3 | AMP |
Ameriprise Financial Inc
|
14,259 | $6,541,458 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
160,327 | $6,449,955 | |
| 5 | WT |
WisdomTree, Inc.
|
131,102 | $2,220,867 | |
| 6 | BX |
Blackstone Inc.
|
18,689 | $2,199,134 | |
| 7 | KKR |
KKR & Co. Inc.
|
23,371 | $2,144,990 | |
| 8 | NIE |
Virtus Equity & Convertible Income Fund
|
25,600 | $687,616 |
All Filings in JPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,789 | 83,222 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $633,985 | 84,083 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $678,661 | 83,682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $606,718 | 73,990 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $577,881 | 72,055 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $572,212 | 71,886 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $577,104 | 73,423 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $635,415 | 78,738 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $535,120 | 71,636 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $548,863 | 76,337 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $516,038 | 76,337 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $275,222 | 43,479 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $267,682 | 41,309 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $234,346 | 35,615 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $205,616 | 28,244 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $186,600 | 26,849 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $343,729 | 44,932 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $231,660 | 27,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $253,760 | 26,000 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||