Farther Finance Advisors, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1992825 SAN FRANCISCO, CA

Position in JPC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$222,720

+$8,087 QoQ

Shares Held

28,264

-0.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#154

of 328 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $86,933,622 across 274 Asset Management names. JPC ranks #71 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	382,275	$11,533,236
2	BX	Blackstone Inc.	74,201	$8,731,231
3	STT	State Street Corp	25,603	$4,342,268
4	BLK	BlackRock, Inc.	4,386	$4,217,402
5	ARCC	Ares Capital Corp	223,214	$4,136,155
6	KKR	KKR & Co. Inc.	33,143	$3,041,864
7	PDI	PIMCO Dynamic Income Fund	141,329	$2,360,194
8	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	157,252	$1,986,092

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,720	28,264	-0.7%	Shares	Sole	2026-07-17
2026-03-31	$214,633	28,466	+31.2%	Shares	Sole	2026-04-07
2025-12-31	$175,987	21,700	-28.6%	Shares	Sole	2026-01-23
2025-09-30	$249,042	30,371	+142.2%	Shares	Sole	2025-10-14
2025-06-30	$100,586	12,542	+1.2%	Shares	Sole	2025-07-11
2025-03-31	$98,680	12,397	+367.8%	Shares	Sole	2025-04-14
2024-12-31	$20,829	2,650	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$21,377	2,649	-27.2%	Shares	Sole	2024-10-29
2024-06-30	$27,168	3,637	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.