Arkadios Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Arkadios Wealth Advisors’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 Q1	$249K	Buy	+32,979	New	+$267K	﹤0.01%	1463
2025 Q4	–	Sell	-10,687	Closed	-$87.6K	–	1618
2025 Q3	$87.6K	Buy	+10,687	New	+$86.7K	﹤0.01%	1413
2021 Q4	–	Sell	-577	Closed	-$5K	–	1208
2021 Q3	$5K	Sell	577 -4,353	-88%	-$43.4K	﹤0.01%	1598
2021 Q2	$49K	Buy	4,930 +3,970	+414%	+$38.7K	0.01%	937
2021 Q1	$9K	Sell	960 -398	-29%	-$3.67K	﹤0.01%	1224
2020 Q4	$12K	Buy	+1,358	New	+$12.1K	﹤0.01%	908

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Arkadios Wealth Advisors's JPC Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026: 32,979 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in JPC as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in JPC in Q4 2020 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Arkadios Wealth Advisors held 32,979 shares of Nuveen Preferred & Income Opportunities Fund worth $249K as of Q1 2026.
Nuveen Preferred & Income Opportunities Fund was a new Arkadios Wealth Advisors position in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1463 holding.
Arkadios Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.