Berger Financial Group, Inc

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1826136 Plymouth, MN

Position in JPC

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$183,553

-$12,538 QoQ

Shares Held

24,344

+0.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Berger Financial Group, Inc holds $6,693,638 across 9 Asset Management names. JPC ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CION	CION Investment Corp	406,899	$2,783,189
2	DBL	DoubleLine Opportunistic Credit Fund	105,664	$1,542,694
3	BPRE	Bluerock Private Real Estate Fund	68,238	$1,133,433
4	BLK	BlackRock, Inc.	377	$362,564
5	BX	Blackstone Inc.	2,124	$244,238
6	VFL	abrdn National Municipal Income Fund	19,358	$192,805
7	JPC	Nuveen Preferred & Income Opportunities Fund This page	24,344	$183,553
8	NFJ	Virtus Dividend, Interest & Premium Strategy Fund	10,023	$126,390

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$183,553	24,344	+0.7%	Shares	Sole	2026-04-28
2025-12-31	$196,091	24,179	+2.3%	Shares	Sole	2026-01-27
2025-09-30	$193,807	23,635	-0.3%	Shares	Sole	2025-10-14
2025-06-30	$190,162	23,711	+1.8%	Shares	Sole	2025-07-22
2025-03-31	$185,332	23,283	+0.5%	Shares	Sole	2025-05-12
2024-12-31	$182,092	23,167	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$189,782	23,517	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$176,904	23,682	-5.3%	Shares	Sole	2024-08-14
2024-03-31	$179,836	25,012	-13.8%	Shares	Sole	2024-04-16
2023-12-31	$196,168	29,019	+188.0%	Shares	Sole	2024-02-07
2021-03-31	$95,621	10,076	0.0%	Shares	Sole	2021-05-12
2020-12-31	$95,722	10,076	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.