MERCER GLOBAL ADVISORS INC /ADV

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 853758 DENVER, CO

Position in JPC

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$497,385

+$49,494 QoQ

Shares Held

63,120

+6.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#98

of 328 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. JPC ranks #60 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	720,078	$109,473,458
2	STT	State Street Corp	244,864	$41,528,934
3	BLK	BlackRock, Inc.	28,708	$27,604,464
4	AMP	Ameriprise Financial Inc	34,541	$15,846,029
5	BX	Blackstone Inc.	124,804	$14,685,686
6	FHI	Federated Hermes, Inc.	250,866	$13,852,820
7	NTRS	Northern Trust Corp	72,801	$12,655,725
8	JHG	Janus Henderson Group Ltd.	187,868	$9,759,742

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,385	63,120	+6.3%	Shares	Sole	2026-08-19
2026-03-31	$447,891	59,402	+69.6%	Shares	Sole	2026-05-15
2025-12-31	$283,979	35,016	+11.1%	Shares	Sole	2026-02-18
2025-09-30	$258,480	31,522	+2.1%	Shares	Sole	2025-11-14
2025-06-30	$247,505	30,861	-18.1%	Shares	Sole	2025-08-14
2025-03-31	$300,044	37,694	+10.8%	Shares	Sole	2025-05-15
2024-12-31	$267,460	34,028	-46.8%	Shares	Sole	2025-02-14
2024-09-30	$515,818	63,918	+75.8%	Shares	Sole	2024-11-14
2024-06-30	$271,527	36,349	-5.0%	Shares	Sole	2024-08-12
2024-03-31	$275,024	38,251	-12.7%	Shares	Sole	2024-05-15
2023-12-31	$296,223	43,820	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.