Physician Wealth Advisors, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1795173
MIDVALE, UT
Position in JPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$231,411
+$9,984 QoQ
Shares Held
29,367
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
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, 2026Physician Wealth Advisors, Inc. holds $14,797,290 across 59 Asset Management names. JPC ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
80,811 | $12,988,232 | |
| 2 | BLK |
BlackRock, Inc.
|
350 | $336,546 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
29,367 | $231,411 | |
| 4 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $224,248 | |
| 5 | PCM |
Pcm Fund, Inc.
|
27,330 | $152,501 | |
| 6 | BX |
Blackstone Inc.
|
1,127 | $132,614 | |
| 7 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $102,200 | |
| 8 | ARCC |
Ares Capital Corp
|
4,190 | $77,640 |
All Filings in JPC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,411 | 29,367 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $221,427 | 29,367 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $238,166 | 29,367 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $240,809 | 29,367 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||