HARBOUR INVESTMENTS, INC.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 810121
MADISON, WI
Position in JPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,592,083
+$33,611 QoQ
Shares Held
202,041
-2.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $160,951,136 across 264 Asset Management names. JPC ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
781,255 | $74,492,268 | |
| 2 | STT |
State Street Corp
|
179,497 | $9,828,483 | |
| 3 | FSK |
FS KKR Capital Corp
|
571,995 | $6,005,947 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
286,833 | $3,731,697 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
195,246 | $3,684,292 | |
| 6 | CHI |
Calamos Convertible Opportunities & Income Fund
|
273,702 | $3,678,554 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
107,453 | $3,241,857 | |
| 8 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
147,035 | $2,984,810 |
All Filings in JPC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,592,083 | 202,041 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,558,472 | 206,694 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $785,615 | 96,870 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $663,101 | 80,866 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $409,629 | 51,076 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $406,564 | 51,076 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $401,457 | 51,076 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $411,174 | 50,951 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $387,984 | 51,939 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $373,441 | 51,939 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $351,107 | 51,939 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $261,808 | 41,360 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $268,012 | 41,360 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $277,939 | 42,240 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $307,507 | 42,240 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $308,302 | 44,360 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $339,354 | 44,360 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $179,779 | 18,420 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $75,042 | 7,580 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $75,648 | 7,580 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $28,470 | 3,000 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||