Certified Advisory Corp

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1731732 ALTAMONTE SPRINGS, FL

Position in JPC

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$86,340

-$5,465 QoQ

Shares Held

11,451

+1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Certified Advisory Corp holds $2,657,977 across 7 Asset Management names. JPC ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTF	Cohen & Steers Infrastructure Fund Inc	29,586	$765,685
2	UTG	Reaves Utility Income Fund	16,007	$628,754
3	PDI	PIMCO Dynamic Income Fund	30,705	$525,362
4	PFN	PIMCO Income Strategy Fund II	43,941	$302,753
5	ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	22,161	$194,573
6	DNP	Dnp Select Income Fund Inc	15,001	$154,510
7	JPC	Nuveen Preferred & Income Opportunities Fund This page	11,451	$86,340

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$86,340	11,451	+1.2%	Shares	Sole	2026-04-17
2025-12-31	$91,805	11,320	+2.4%	Shares	Sole	2026-01-12
2025-09-30	$90,618	11,051	+1.9%	Shares	Sole	2025-11-13
2025-06-30	$87,017	10,850	+1.9%	Shares	Sole	2025-08-14
2025-03-31	$84,750	10,647	+1.2%	Shares	Sole	2025-05-08
2024-12-31	$82,671	10,518	+2.5%	Shares	Sole	2025-01-15
2024-09-30	$82,846	10,266	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$75,260	10,075	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.