Sage Capital Advisors,llc
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1714107
SIOUX FALLS, SD
Position in JPC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$352,165
+$21,167 QoQ
Shares Held
44,691
+1.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#117
of 330 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sage Capital Advisors,llc holds $3,137,007 across 10 Asset Management names. JPC ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
18,720 | $478,296 | |
| 2 | HQH |
abrdn Healthcare Investors
|
19,727 | $433,599 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
44,691 | $352,165 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
20,956 | $349,965 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
20,203 | $328,904 | |
| 6 | DSL |
DoubleLine Income Solutions Fund
|
28,407 | $314,181 | |
| 7 | USA |
Liberty All Star Equity Fund
|
52,492 | $304,978 | |
| 8 | HIX |
Western Asset High Income Fund II Inc.
|
74,146 | $293,618 |
All Filings in JPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,165 | 44,691 | Shares | Sole | 2026-07-09 | |
| 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. | ||||||