Berger Financial Group, Inc

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1826136 Plymouth, MN

Position in JPC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$193,572

+$10,019 QoQ

Shares Held

24,565

+0.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $7,437,809 across 10 Asset Management names. JPC ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CION	CION Investment Corp	404,493	$2,519,991
2	IVZ	Invesco Ltd.	17,894	$1,636,614
3	DBL	DoubleLine Opportunistic Credit Fund	103,409	$1,487,021
4	BPRE	Bluerock Private Real Estate Fund	51,683	$672,395
5	BLK	BlackRock, Inc.	418	$401,932
6	BX	Blackstone Inc.	2,086	$245,459
7	JPC	Nuveen Preferred & Income Opportunities Fund This page	24,565	$193,572
8	NFJ	Virtus Dividend, Interest & Premium Strategy Fund	10,099	$153,403

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$193,572	24,565	+0.9%	Shares	Sole	2026-08-04
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.