Shulman DeMeo Asset Management LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1767070 LAKE SUCCESS, NY

Position in JPC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$608,966

+$23,101 QoQ

Shares Held

77,280

-0.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#84

of 328 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Shulman DeMeo Asset Management LLC holds $13,814,219 across 27 Asset Management names. JPC ranks #7 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	151,552	$2,824,929
2	QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	44,170	$1,331,283
3	APO	Apollo Global Management, Inc.	10,910	$1,290,762
4	BDJ	BlackRock Enhanced Equity Dividend Trust	129,042	$1,234,931
5	DNP	Dnp Select Income Fund Inc	91,876	$991,342
6	BX	Blackstone Inc.	5,570	$655,421
7	JPC	Nuveen Preferred & Income Opportunities Fund This page	77,280	$608,966
8	BTZ	Blackrock Credit Allocation Income Trust	50,279	$513,851

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,966	77,280	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$585,865	77,701	-9.0%	Shares	Sole	2026-04-09
2025-12-31	$692,220	85,354	-4.2%	Shares	Sole	2026-01-14
2025-09-30	$730,242	89,054	-0.5%	Shares	Sole	2025-10-17
2025-06-30	$717,557	89,471	-0.2%	Shares	Sole	2025-07-15
2025-03-31	$713,645	89,654	-1.0%	Shares	Sole	2025-04-09
2024-12-31	$712,116	90,600	+0.0%	Shares	Sole	2025-01-15
2024-09-30	$730,867	90,566	+0.0%	Shares	Sole	2024-10-15
2024-06-30	$676,206	90,523	-0.2%	Shares	Sole	2024-07-17
2024-03-31	$652,097	90,695	-0.5%	Shares	Sole	2024-04-16
2023-12-31	$616,302	91,169	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.