180 WEALTH ADVISORS, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1730817 FEDERAL WAY, WA

Position in JPC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$101,628

+$4,641 QoQ

Shares Held

12,897

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#230

of 328 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Financial Services · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $35,537,355 across 26 Asset Management names. JPC ranks #24 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCX	BlackRock Resources & Commodities Strategy Trust	1,086,189	$12,284,797
2	TDF	Templeton Dragon Fund Inc	329,251	$3,585,543
3	BLK	BlackRock, Inc.	3,427	$3,295,266
4	HQL	abrdn Life Sciences Investors	152,829	$3,058,108
5	GGZ	Gabelli Global Small & Mid Cap Value Trust	118,916	$1,935,952
6	TYG	Tortoise Energy Infrastructure Corp	43,329	$1,857,514
7	PSEC	Prospect Capital Corp	580,986	$1,342,077
8	PHYS	Sprott Physical Gold Trust	40,396	$1,218,747

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,628	12,897	+0.3%	Shares	Sole	2026-07-07
2026-03-31	$96,987	12,863	+0.2%	Shares	Sole	2026-05-01
2025-12-31	$104,140	12,841	+0.2%	Shares	Sole	2026-01-09
2025-09-30	$105,115	12,819	-1.9%	Shares	Sole	2025-10-16
2025-06-30	$104,813	13,069	0.0%	Shares	Sole	2025-07-31
2025-03-31	$104,029	13,069	0.0%	Shares	Sole	2025-04-09
2024-12-31	$102,722	13,069	-8.0%	Shares	Sole	2025-01-14
2024-09-30	$114,642	14,206	0.0%	Shares	Sole	2024-11-01
2024-06-30	$106,118	14,206	-2.0%	Shares	Sole	2024-07-16
2024-03-31	$104,269	14,502	0.0%	Shares	Sole	2024-04-16
2023-12-31	$98,033	14,502	—	Shares	Sole	2024-01-25
No filing history on record for this holder in this stock.