SageGuard Financial Group, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1861378
GOODLETTSVILLE, TN
Position in JPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$217,519
+$13,472 QoQ
Shares Held
27,604
+2.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#157
of 330 holders
Holding Since
Dec 2025
3 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, 2026SageGuard Financial Group, LLC holds $1,780,219 across 5 Asset Management names. JPC ranks #3 (12.2% of the industry book) .
All Filings in JPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,519 | 27,604 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $204,047 | 27,062 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $216,715 | 26,722 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||