Accel Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Accel Wealth Management’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 Q2	$487K	Sell	61,818 -3,197	-5%	-$25.1K	0.11%	161
2026 Q1	$490K	Sell	65,015 -3,314	-5%	-$26.8K	0.13%	154
2025 Q4	$554K	Sell	68,329 -2,336	-3%	-$19K	0.15%	139
2025 Q3	$579K	Sell	70,665 -2,751	-4%	-$22.3K	0.17%	131
2025 Q2	$589K	Buy	73,416 +346	+0.5%	+$2.68K	0.2%	116
2025 Q1	$582K	Sell	73,070 -4,508	-6%	-$36K	0.21%	110
2024 Q4	$610K	Sell	77,578 -3,068	-4%	-$24.7K	0.23%	110
2024 Q3	$651K	Sell	80,646 -1,951	-2%	-$15.1K	0.24%	107
2024 Q2	$617K	Sell	82,597 -1,522	-2%	-$10.9K	0.25%	96
2024 Q1	$605K	Buy	84,119 +1,145	+1%	+$8.13K	0.26%	96
2023 Q4	$561K	Buy	+82,974	New	+$528K	0.28%	88
2023 Q2	–	Sell	-3,050	Closed	-$20.1K	–	537
2023 Q1	$20.1K	Hold	3,050	–	–	0.01%	708
2022 Q4	$22.2K	Hold	3,050	–	–	0.01%	524
2022 Q3	$22K	Hold	3,050	–	–	0.01%	530
2022 Q2	$24K	Hold	3,050	–	–	0.01%	493
2022 Q1	$26K	Buy	+3,050	New	+$27.1K	0.01%	500

Other funds holding JPC

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return