KINGSWOOD WEALTH ADVISORS, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1987855
SAN DIEGO, CA
Position in JPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$292,994
+$12,642 QoQ
Shares Held
37,182
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#130
of 330 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $27,237,881 across 45 Asset Management names. JPC ranks #30 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
15,476 | $2,624,729 | |
| 2 | BX |
Blackstone Inc.
|
13,698 | $1,611,843 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
116,970 | $1,521,779 | |
| 4 | STEW |
SRH Total Return Fund, Inc.
|
72,775 | $1,302,672 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
119,107 | $1,294,693 | |
| 6 | AB |
Alliancebernstein Holding L.P.
|
35,110 | $1,236,574 | |
| 7 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
66,653 | $1,102,440 | |
| 8 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 |
All Filings in JPC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,994 | 37,182 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $280,352 | 37,182 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $254,589 | 31,392 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $298,480 | 36,400 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $474,673 | 60,391 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $286,638 | 35,519 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||