NWF Advisory Services Inc.

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 2045735 Los Angeles, CA

Position in JPC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$336,641

-$15,635 QoQ

Shares Held

42,721

-8.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#119

of 328 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NWF Advisory Services Inc. holds $56,297,290 across 102 Asset Management names. JPC ranks #47 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	299,535	$4,142,569
2	BST	BlackRock Science & Technology Trust	70,005	$3,549,953
3	UTG	Reaves Utility Income Fund	69,225	$2,818,842
4	UTF	Cohen & Steers Infrastructure Fund Inc	82,777	$2,283,817
5	HQH	abrdn Healthcare Investors	98,507	$2,165,183
6	SRV	NXG Cushing Midstream Energy Fund	40,510	$2,029,145
7	HIX	Western Asset High Income Fund II Inc.	420,600	$1,665,576
8	AWP	abrdn Global Premier Properties Fund	133,090	$1,575,785

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,641	42,721	-8.6%	Shares	Sole	2026-07-29
2026-03-31	$352,276	46,721	-0.5%	Shares	Sole	2026-05-04
2025-12-31	$380,959	46,974	+0.8%	Shares	Sole	2026-03-03
2025-09-30	$382,267	46,618	+6.9%	Shares	Sole	2025-10-31
2025-06-30	$349,832	43,620	-0.4%	Shares	Sole	2025-09-09
2025-03-31	$348,528	43,785	+50.2%	Shares	Sole	2025-08-12
2024-09-30	$235,240	29,150	0.0%	Shares	Sole	2025-10-06
2024-06-30	$217,750	29,150	-3.3%	Shares	Sole	2025-10-06
2024-03-31	$216,692	30,138	+5.2%	Shares	Sole	2025-10-06
2023-12-31	$193,592	28,638	+35.1%	Shares	Sole	2025-12-08
2023-09-30	$134,196	21,200	-4.5%	Shares	Sole	2025-12-08
2023-06-30	$143,856	22,200	0.0%	Shares	Sole	2025-12-08
2023-03-31	$146,076	22,200	—	Shares	Sole	2025-12-08
No filing history on record for this holder in this stock.