Investmark Advisory Group LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1926349 Shelton, CT

Position in JPC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$380,501

+$18,408 QoQ

Shares Held

48,287

+0.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#113

of 328 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Investmark Advisory Group LLC holds $4,408,536 across 10 Asset Management names. JPC ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp	162,873	$1,710,166
2	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	53,389	$523,746
3	FSCO	FS Credit Opportunities Corp.	86,806	$433,161
4	JPC	Nuveen Preferred & Income Opportunities Fund This page	48,287	$380,501
5	HYT	Blackrock Corporate High Yield Fund, Inc.	43,781	$374,765
6	BX	Blackstone Inc.	2,914	$342,890
7	UTF	Cohen & Steers Infrastructure Fund Inc	10,202	$281,473
8	PDI	PIMCO Dynamic Income Fund	14,160	$236,472

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,501	48,287	+0.5%	Shares	Sole	2026-08-07
2026-03-31	$362,093	48,023	+5.6%	Shares	Sole	2026-05-15
2025-12-31	$368,891	45,486	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$371,074	45,253	+3.6%	Shares	Sole	2025-10-23
2025-06-30	$350,377	43,688	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$346,514	43,532	-2.2%	Shares	Sole	2025-05-15
2024-12-31	$349,746	44,497	-0.1%	Shares	Sole	2025-02-18
2024-09-30	$359,558	44,555	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$327,626	43,859	+3.2%	Shares	Sole	2024-08-14
2024-03-31	$305,646	42,510	+1.1%	Shares	Sole	2024-05-17
2023-12-31	$284,122	42,030	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.