DIVERSIFY WEALTH MANAGEMENT, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 2030780
SANDY, UT
Position in JPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$784,777
+$40,519 QoQ
Shares Held
99,591
+0.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $74,973,506 across 38 Asset Management names. JPC ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
973,738 | $34,625,620 | |
| 2 | BX |
Blackstone Inc.
|
63,689 | $7,494,284 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
540,535 | $4,729,681 | |
| 4 | STT |
State Street Corp
|
47,805 | $3,543,636 | |
| 5 | BLK |
BlackRock, Inc.
|
5,422 | $2,271,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
217,264 | $2,248,682 | |
| 7 | FSK |
FS KKR Capital Corp
|
201,020 | $2,110,710 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
68,394 | $1,621,621 |
All Filings in JPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,777 | 99,591 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $744,258 | 98,708 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $797,683 | 98,358 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $876,424 | 106,881 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $585,460 | 73,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $581,080 | 73,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $573,780 | 73,000 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||