Apollon Wealth Management
JPC icon

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

Apollon 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
Q3 		$157K Sell
22,994
-1,149
-5% -$8.62K ﹤0.01% 1552
2026
Q2 		$190K Buy
24,143
+1,036
+4% +$8.15K ﹤0.01% 1493
2026
Q1 		$174K Buy
23,107
+214
+0.9% +$1.73K ﹤0.01% 1330
2025
Q4 		$186K Buy
22,893
+389
+2% +$3.16K ﹤0.01% 1235
2025
Q3 		$185K Buy
22,504
+329
+1% +$2.67K ﹤0.01% 1236
2025
Q2 		$178K Buy
22,175
+330
+2% +$2.56K ﹤0.01% 1189
2025
Q1 		$174K Sell
21,845
-35
-0.2% -$279 ﹤0.01% 1114
2024
Q4 		$172K Buy
21,880
+9,653
+79% +$77.6K ﹤0.01% 1109
2024
Q3 		$98.7K Sell
12,227
-688
-5% -$5.34K ﹤0.01% 1092
2024
Q2 		$96.5K Buy
12,915
+1,235
+11% +$8.87K ﹤0.01% 1050
2024
Q1 		$84K Sell
11,680
-652
-5% -$4.63K ﹤0.01% 1069
2023
Q4 		$83.4K Buy
12,332
+1,123
+10% +$7.14K ﹤0.01% 1043
2023
Q3 		$71K Buy
11,209
+225
+2% +$1.45K ﹤0.01% 879
2023
Q2 		$71.2K Buy
10,984
+230
+2% +$1.46K ﹤0.01% 915
2023
Q1 		$70.8K Buy
10,754
+131
+1% +$957 ﹤0.01% 835
2022
Q4 		$77.3K Buy
10,623
+305
+3% +$2.21K 0.01% 821
2022
Q3 		$72K Buy
10,318
+206
+2% +$1.61K 0.01% 777
2022
Q2 		$77K Buy
+10,112
New +$80.7K 0.01% 721
2021
Q3 		– Sell
-10,089
Closed -$101K – 484
2021
Q2 		$101K Buy
+10,089
New +$98.2K 0.02% 361

Other funds holding JPC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Apollon Wealth Management's JPC Position: Q3 2026 in Review

Apollon Wealth Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4.8% in Q3 2026, selling an estimated $8.62K and leaving 22,994 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Apollon Wealth Management first reported a position in JPC in Q2 2021 and has held it in 19 quarters since. The position peaked at $190K in Q2 2026. 196 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Apollon Wealth Management held 22,994 shares of Nuveen Preferred & Income Opportunities Fund worth $157K as of Q3 2026.
  • Apollon Wealth Management sold 1,149 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $8.62K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1552 holding.
  • Apollon Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $190K in Q2 2026.
  • 196 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.