Etesian Wealth Advisors, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1997586
West Linn, OR
Position in JPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$114,260
+$4,930 QoQ
Shares Held
14,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#213
of 328 holders
Holding Since
Mar 2025
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, 2026Etesian Wealth Advisors, Inc. holds $455,613 across 2 Asset Management names. JPC ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
355 | $341,353 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
14,500 | $114,260 |
All Filings in JPC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,260 | 14,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $109,330 | 14,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $113,540 | 14,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $106,600 | 13,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $104,260 | 13,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $111,440 | 14,000 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||