Onyx Financial Advisors, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1957840
IDAHO FALLS, ID
Position in JPC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$395,174
+$17,051 QoQ
Shares Held
50,149
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
#112
of 330 holders
Holding Since
Mar 2025
6 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, 2026Onyx Financial Advisors, LLC holds $395,174 across 1 Asset Management name. JPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
50,149 | $395,174 |
All Filings in JPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,174 | 50,149 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $378,123 | 50,149 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $406,708 | 50,149 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $310,353 | 37,848 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $303,540 | 37,848 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $100,256 | 12,595 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||