Sage Capital Advisors,llc
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1714107
SIOUX FALLS, SD
Position in JPC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$330,998
-$11,187 QoQ
Shares Held
43,899
+4.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 32.67728194264106.ToString("F0")%
Shared 0.ToString("F0")%
None 67.32271805735893.ToString("F0")%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sage Capital Advisors,llc holds $2,955,086 across 10 Asset Management names. JPC ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
18,370 | $402,119 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
22,369 | $382,733 | |
| 3 | HQH |
abrdn Healthcare Investors
|
19,288 | $343,133 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
43,899 | $330,998 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
19,927 | $308,669 | |
| 6 | DSL |
DoubleLine Income Solutions Fund
|
28,460 | $308,221 | |
| 7 | HIX |
Western Asset High Income Fund II Inc.
|
74,055 | $294,738 | |
| 8 | USA |
Liberty All Star Equity Fund
|
51,482 | $285,725 |
All Filings in JPC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,998 | 43,899 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $342,185 | 42,193 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $337,667 | 41,179 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $336,751 | 41,989 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $366,661 | 46,063 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $397,943 | 50,629 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $442,453 | 54,827 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $391,114 | 52,358 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $319,581 | 44,448 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $295,601 | 43,728 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||