Concord Wealth Partners
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1814214
ABINGDON, VA
Position in JPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$246,612
+$34,361 QoQ
Shares Held
31,296
+11.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#47
of 125 holders
Holding Since
Dec 2023
11 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, 2026Concord Wealth Partners holds $2,185,723 across 22 Asset Management names. JPC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,148 | $1,103,870 | |
| 2 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
35,554 | $304,342 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
31,296 | $246,612 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
11,828 | $197,527 | |
| 5 | PFG |
Principal Financial Group Inc
|
878 | $94,630 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
1,600 | $48,272 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
2,500 | $47,175 | |
| 8 | APO |
Apollo Global Management, Inc.
|
300 | $35,493 |
All Filings in JPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,612 | 31,296 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $212,251 | 28,150 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $224,849 | 27,725 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $226,000 | 27,561 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,574 | 2,316 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $18,013 | 2,263 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,940 | 2,028 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,325 | 2,023 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,723 | 1,971 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,898 | 1,933 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,891 | 1,907 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||