Kovack Advisors, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1728321
FT. LAUDERDALE, FL
Position in JPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$252,806
-$24,462 QoQ
Shares Held
32,082
-12.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#137
of 329 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, 2026Kovack Advisors, Inc. holds $77,475,447 across 102 Asset Management names. JPC ranks #67 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
1,270,887 | $23,981,637 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
|
829,494 | $4,139,175 | |
| 3 | FSK |
FS KKR Capital Corp
|
297,876 | $3,127,698 | |
| 4 | KIO |
KKR Income Opportunities Fund
|
216,679 | $2,439,805 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
125,119 | $2,089,487 | |
| 6 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
233,414 | $1,764,609 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
|
208,325 | $1,597,852 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
27,007 | $1,150,228 |
All Filings in JPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,806 | 32,082 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $277,268 | 36,773 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $97,112 | 11,843 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $119,040 | 14,843 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $94,270 | 11,843 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $93,085 | 11,843 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $127,578 | 15,809 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $147,629 | 19,763 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $183,926 | 27,208 | Shares | Sole | 2024-02-02 | |
| 2022-06-30 | $276,195 | 36,104 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $402,788 | 46,945 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $425,789 | 43,626 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $431,897 | 43,626 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $439,070 | 43,995 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $408,022 | 42,995 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $360,952 | 37,995 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $317,755 | 37,427 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $284,486 | 34,567 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $246,491 | 33,582 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||