Core Wealth Partners LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1965078
SANTA ROSA, CA
Position in JPC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$419,405
New position
Shares Held
53,224
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#107
of 328 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Core Wealth Partners LLC holds $5,643,993 across 16 Asset Management names. JPC ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCQ |
Pimco California Municipal Income Fund
|
163,762 | $1,468,945 | |
| 2 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
44,599 | $471,411 | |
| 3 | VCV |
Invesco California Value Municipal Income Trust
|
40,866 | $440,944 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
53,224 | $419,405 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
24,153 | $380,892 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
29,699 | $359,951 | |
| 7 | CSWC |
Capital Southwest Corp
|
12,320 | $292,846 | |
| 8 | MAIN |
Main Street Capital CORP
|
5,408 | $280,567 |
All Filings in JPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,405 | 53,224 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||