PFG Investments, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1973224 WOODBURY, NY

Position in JPC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$167,883

-$5,529 QoQ

Shares Held

21,305

-7.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#180

of 328 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Investments, LLC holds $158,386,036 across 124 Asset Management names. JPC ranks #100 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLM	Cornerstone Strategic Investment Fund, Inc.	4,492,919	$33,966,467
2	PDI	PIMCO Dynamic Income Fund	1,438,078	$24,015,902
3	CEF	Sprott Physical Gold & Silver Trust	312,401	$12,567,892
4	HASI	HA Sustainable Infrastructure Capital, Inc.	223,406	$8,724,004
5	PHYS	Sprott Physical Gold Trust	255,745	$7,715,826
6	PTY	Pimco Corporate & Income Opportunity Fund	504,390	$6,067,811
7	BX	Blackstone Inc.	41,533	$4,887,188
8	NRK	Nuveen New York Amt-Free Quality Municipal Income Fund	260,768	$2,795,432

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$167,883	21,305	-7.4%	Shares	Sole	2026-07-23
2026-03-31	$173,412	22,999	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$186,270	22,968	+3.5%	Shares	Sole	2026-01-26
2025-09-30	$181,982	22,193	+39.1%	Shares	Sole	2025-10-31
2025-06-30	$127,910	15,949	+23.5%	Shares	Sole	2025-07-18
2025-03-31	$102,835	12,919	+6.5%	Shares	Sole	2025-04-22
2024-12-31	$95,341	12,130	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.