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Kovack Advisors, Inc.

SEC CIK
0001728321
Latest filing
Jul 28, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Kovack Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPC overviewAll 13F holders of JPCFull Q2 2026 holdings

Shares (Q2 2026)
32,082
Value
$251.6K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of JPC by Kovack Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,082$251.6K<0.1%−4,691−12.8%ReducedHolders
Q1 202636,773$281.2K<0.1%+2,656+7.8%AddedHolders
Q4 202534,117$276.7K<0.1%+22,274+188.1%AddedHolders
Q3 202511,843$97.1K<0.1%−3,000−20.2%ReducedHolders
Q2 202514,843$119.0K<0.1%+3,000+25.3%AddedHolders
Q1 202511,843$94.3K<0.1%00.0%UnchangedHolders
Q4 202411,843$93.1K<0.1%−3,966−25.1%ReducedHolders
Q3 202415,809$127.6K<0.1%−3,954−20.0%ReducedHolders
Q2 202419,763$147.6K<0.1%+19,763NewHolders
Q1 20240$00.0%−27,208−100.0%Sold outHolders
Q4 202327,208$183.9K<0.1%+27,208NewHolders
Q3 20220$00.0%−36,104−100.0%Sold outHolders
Q2 202236,104$276.0K<0.1%−10,841−23.1%ReducedHolders
Q1 202246,945$402.0K<0.1%+3,319+7.6%AddedHolders
Q4 202143,626$426.0K<0.1%00.0%UnchangedHolders
Q3 202143,626$432.0K<0.1%−369−0.8%ReducedHolders
Q2 202143,995$439.0K0.1%+1,000+2.3%AddedHolders
Q1 202142,995$408.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.