Realta Investment Advisors

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1776792 WILMINGTON, DE

Position in JPC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$128,404

+$8,458 QoQ

Shares Held

16,295

+2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#207

of 328 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Realta Investment Advisors holds $5,581,750 across 18 Asset Management names. JPC ranks #16 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VFL	abrdn National Municipal Income Fund	95,192	$987,141
2	NPV	Nuveen Virginia Quality Municipal Income Fund	51,669	$597,810
3	NAD	Nuveen Quality Municipal Income Fund	48,897	$592,631
4	NRK	Nuveen New York Amt-Free Quality Municipal Income Fund	53,359	$572,008
5	NEA	Nuveen AMT-Free Quality Municipal Income Fund	48,152	$565,304
6	NUW	Nuveen AMT-Free Municipal Value Fund	23,015	$330,955
7	NZF	Nuveen Municipal Credit Income Fund	20,502	$259,965
8	NVG	Nuveen AMT-Free Municipal Credit Income Fund	15,554	$199,091

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$128,404	16,295	+2.4%	Shares	Sole	2026-07-20
2026-03-31	$119,946	15,908	+1.5%	Shares	Sole	2026-04-22
2025-12-31	$127,067	15,668	-27.4%	Shares	Sole	2026-01-20
2025-09-30	$176,988	21,584	+1.7%	Shares	Sole	2025-10-23
2025-06-30	$170,136	21,214	+1.8%	Shares	Sole	2025-07-22
2025-03-31	$165,918	20,844	+1.2%	Shares	Sole	2025-05-01
2024-12-31	$161,963	20,606	+1.7%	Shares	Sole	2025-01-28
2024-09-30	$163,473	20,257	+0.2%	Shares	Sole	2024-10-29
2024-06-30	$151,013	20,216	+2.9%	Shares	Sole	2024-07-15
2024-03-31	$141,211	19,640	+0.9%	Shares	Sole	2024-04-19
2023-12-31	$131,603	19,468	—	Shares	Sole	2024-01-19
No filing history on record for this holder in this stock.