Collaborative Wealth Managment Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1896419
LAKE MARY, FL
Position in JPC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$77,586
-$5,865 QoQ
Shares Held
10,290
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Collaborative Wealth Managment Inc. holds $1,140,924 across 8 Asset Management names. JPC ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTY |
Pimco Corporate & Income Opportunity Fund
|
29,828 | $359,725 | |
| 2 | DHY |
Credit Suisse High Yield Credit Fund
|
110,898 | $210,706 | |
| 3 | PMO |
Putnam Municipal Opportunities Trust
|
13,400 | $138,020 | |
| 4 | VMO |
Invesco Municipal Opportunity Trust
|
11,000 | $104,610 | |
| 5 | MHF |
Western Asset Municipal High Income Fund Inc.
|
15,000 | $104,100 | |
| 6 | EAD |
Allspring Income Opportunities Fund
|
15,440 | $100,051 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
10,290 | $77,586 | |
| 8 | CIF |
Mfs Intermediate High Income Fund
|
28,473 | $46,126 |
All Filings in JPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,586 | 10,290 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $83,451 | 10,290 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||