Clearstead Advisors, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 842775 CLEVELAND, OH

Position in JPC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$136,851

+$9,003 QoQ

Shares Held

17,367

+2.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#198

of 328 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $72,919,884 across 106 Asset Management names. JPC ranks #46 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	214,818	$25,277,634
2	ARCC	Ares Capital Corp	402,294	$7,454,507
3	BLK	BlackRock, Inc.	5,461	$5,251,079
4	PHYS	Sprott Physical Gold Trust	147,094	$4,437,825
5	RMT	Royce Micro-Cap Trust, Inc.	195,743	$2,865,677
6	STT	State Street Corp	16,536	$2,804,505
7	CSQ	Calamos Strategic Total Return Fund	133,571	$2,746,219
8	KKR	KKR & Co. Inc.	21,923	$2,012,092

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$136,851	17,367	+2.4%	Shares	Sole	2026-08-06
2026-03-31	$127,848	16,956	-5.3%	Shares	Sole	2026-05-06
2025-12-31	$145,185	17,902	+3.3%	Shares	Sole	2026-02-09
2025-09-30	$142,171	17,338	+2.5%	Shares	Sole	2025-11-10
2025-06-30	$135,674	16,917	+3.2%	Shares	Sole	2025-08-08
2025-03-31	$130,504	16,395	+1.7%	Shares	Sole	2025-05-13
2024-12-31	$126,742	16,125	+2.7%	Shares	Sole	2025-02-10
2024-09-30	$126,666	15,696	+0.7%	Shares	Sole	2024-11-13
2024-06-30	$116,479	15,593	+578.0%	Shares	Sole	2024-08-12
2023-12-31	$15,548	2,300	0.0%	Shares	Sole	2024-02-12
2023-09-30	$14,559	2,300	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.