Certified Advisory Corp
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1731732
ALTAMONTE SPRINGS, FL
Position in JPC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$91,888
+$5,548 QoQ
Shares Held
11,661
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#255
of 330 holders
Holding Since
Jun 2024
9 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, 2026Certified Advisory Corp holds $2,195,704 across 5 Asset Management names. JPC ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
26,013 | $717,698 | |
| 2 | UTG |
Reaves Utility Income Fund
|
16,070 | $654,370 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
31,029 | $518,184 | |
| 4 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
22,154 | $213,564 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
11,661 | $91,888 |
All Filings in JPC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,888 | 11,661 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $86,340 | 11,451 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $91,805 | 11,320 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $90,618 | 11,051 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $87,017 | 10,850 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $84,750 | 10,647 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $82,671 | 10,518 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $82,846 | 10,266 | 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. | ||||||