Tradition Wealth Management, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1843010
EDINA, MN
Position in JPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$93,283
+$4,025 QoQ
Shares Held
11,838
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#250
of 328 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, 2026Tradition Wealth Management, LLC holds $15,372,468 across 19 Asset Management names. JPC ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
94,789 | $3,859,808 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
163,876 | $1,781,332 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
95,446 | $1,593,948 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
30,524 | $1,227,980 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
61,227 | $1,155,353 | |
| 6 | BX |
Blackstone Inc.
|
9,682 | $1,139,280 | |
| 7 | MAIN |
Main Street Capital CORP
|
13,036 | $676,307 | |
| 8 | KKR |
KKR & Co. Inc.
|
7,215 | $662,192 |
All Filings in JPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,283 | 11,838 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $89,258 | 11,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $102,810 | 12,677 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $103,951 | 12,677 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $107,219 | 13,369 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $106,417 | 13,369 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $105,080 | 13,369 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $107,887 | 13,369 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,866 | 13,369 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $96,123 | 13,369 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $90,374 | 13,369 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||