LIBERTY WEALTH MANAGEMENT LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1769302
OAKLAND, CA
Position in JPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$298,573
+$12,883 QoQ
Shares Held
37,890
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#128
of 328 holders
Holding Since
Mar 2020
4 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $383,258 across 2 Asset Management names. JPC ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
37,890 | $298,573 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
|
16,971 | $84,685 |
All Filings in JPC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,573 | 37,890 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $285,690 | 37,890 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $310,572 | 38,295 | Shares | Sole | 2026-02-04 | |
| 2020-03-31 | $3,119 | 425 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||