Accel Wealth Management
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1838226
WAVERLY, IA
Position in JPC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$487,125
-$3,088 QoQ
Shares Held
61,818
-4.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#99
of 330 holders
Holding Since
Mar 2022
16 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, 2026Accel Wealth Management holds $18,803,473 across 19 Asset Management names. JPC ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTY |
Pimco Corporate & Income Opportunity Fund
|
448,727 | $5,398,185 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
74,654 | $2,066,422 | |
| 3 | GAB |
Gabelli Equity Trust Inc
|
323,540 | $1,831,236 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
66,098 | $1,823,643 | |
| 5 | BX |
Blackstone Inc.
|
11,969 | $1,408,392 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
65,508 | $1,209,932 | |
| 7 | ARCC |
Ares Capital Corp
|
56,895 | $1,054,264 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,574 | $722,088 |
All Filings in JPC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,125 | 61,818 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $490,213 | 65,015 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $554,148 | 68,329 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $579,453 | 70,665 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $588,796 | 73,416 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $581,637 | 73,070 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $609,763 | 77,578 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $650,813 | 80,646 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $616,999 | 82,597 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $604,815 | 84,119 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $560,904 | 82,974 | Shares | Sole | 2024-01-18 | |
| 2023-03-31 | $20,069 | 3,050 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $22,204 | 3,050 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $21,197 | 3,050 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $23,332 | 3,050 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $26,169 | 3,050 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||