International Private Wealth Advisors LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 2022637
SAN DIEGO, CA
Position in JPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$189,821
+$12,398 QoQ
Shares Held
24,089
+2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#174
of 330 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026International Private Wealth Advisors LLC holds $3,456,753 across 6 Asset Management names. JPC ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,283 | $1,233,681 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
39,296 | $931,708 | |
| 3 | TROW |
Price T Rowe Group Inc
|
5,080 | $577,545 | |
| 4 | PFG |
Principal Financial Group Inc
|
3,604 | $388,439 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
24,089 | $189,821 | |
| 6 | PHK |
Pimco High Income Fund
|
29,090 | $135,559 |
All Filings in JPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,821 | 24,089 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $177,423 | 23,531 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $197,794 | 24,389 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $194,094 | 23,670 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $185,494 | 23,129 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $179,808 | 22,589 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $174,829 | 22,243 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $174,086 | 21,572 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $157,325 | 21,061 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $148,646 | 20,674 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $137,167 | 20,291 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||