IFG Advisory, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1728319
ATLANTA, GA
Position in JPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$95,269
-$112,841 QoQ
Shares Held
12,090
-52.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 328 holders
Holding Since
Dec 2024
6 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, 2026IFG Advisory, LLC holds $35,111,532 across 123 Asset Management names. JPC ranks #38 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
429,508 | $5,587,899 | |
| 2 | SEIC |
Sei Investments Co
|
59,268 | $5,198,396 | |
| 3 | BLK |
BlackRock, Inc.
|
4,119 | $3,960,665 | |
| 4 | TROW |
Price T Rowe Group Inc
|
33,109 | $3,764,162 | |
| 5 | STT |
State Street Corp
|
13,893 | $2,356,252 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
125,060 | $2,088,502 | |
| 7 | FSK |
FS KKR Capital Corp
|
93,757 | $984,448 | |
| 8 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
84,341 | $855,217 |
All Filings in JPC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,269 | 12,090 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $208,110 | 25,661 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $292,617 | 35,685 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $280,611 | 34,989 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $323,430 | 40,632 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $315,036 | 40,081 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||