PSI Advisors, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1779040
TAMPA, FL
Position in JPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$113,558
-$6,033 QoQ
Shares Held
14,411
-9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#214
of 328 holders
Holding Since
Dec 2023
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, 2026PSI Advisors, LLC holds $2,107,725 across 3 Asset Management names. JPC ranks #3 (5.4% of the industry book) .
All Filings in JPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,558 | 14,411 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $119,591 | 15,861 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $157,745 | 19,669 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $154,638 | 19,427 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $80,626 | 10,258 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $130,053 | 16,116 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $80,795 | 10,816 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $46,735 | 6,500 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $88,528 | 13,096 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||