Superior Planning, LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Superior Planning, LLC’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.3K	Buy	+3,263	New	+$24.5K	0.01%	652

Other funds holding JPC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Superior Planning, LLC's JPC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2026: 3,263 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #652 among its holdings.

255 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Superior Planning, LLC held 3,263 shares of Nuveen Preferred & Income Opportunities Fund worth $22.3K as of Q3 2026.
Nuveen Preferred & Income Opportunities Fund was a new Superior Planning, LLC position in Q3 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #652 holding.
255 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.