W.H. Cornerstone Investments Inc.

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1940823 KINGSTON, MA

Position in JPC

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

Position Value

$85,923

+$5,630 QoQ

Shares Held

10,904

+2.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#257

of 328 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

W.H. Cornerstone Investments Inc. holds $1,363,506 across 4 Asset Management names. JPC ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	906	$871,173
2	BX	Blackstone Inc.	2,110	$248,283
3	NMT	Nuveen Massachusetts Quality Municipal Income Fund	12,173	$158,127
4	JPC	Nuveen Preferred & Income Opportunities Fund This page	10,904	$85,923

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,923	10,904	+2.4%	Shares	Sole	2026-08-07
2026-03-31	$80,293	10,649	+1.5%	Shares	Sole	2026-04-28
2025-12-31	$85,065	10,489	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.