MKT Advisors LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1906802
CARLSBAD, CA
Position in JPC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$80,678
-$27,898 QoQ
Shares Held
10,700
-20.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026MKT Advisors LLC holds $1,240,817 across 4 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
18,350 | $553,619 | |
| 2 | CHY |
Calamos Convertible & High Income Fund
|
23,113 | $314,799 | |
| 3 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
17,709 | $221,893 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
12,418 | $150,506 |
All Filings in JPC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,678 | 10,700 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $108,576 | 13,388 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $135,775 | 16,558 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $124,791 | 15,560 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $127,845 | 16,061 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $126,239 | 16,061 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $129,612 | 16,061 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $119,975 | 16,061 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $115,478 | 16,061 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $108,572 | 16,061 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||