BRWA
JPC icon

B. Riley Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

B. Riley 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
Q2 		$407K Hold
51,889
– – 0.02% 531
2026
Q1 		$376K Sell
51,889
-1,041
-2% -$8.41K 0.02% 514
2025
Q4 		$429K Hold
52,930
– – 0.02% 585
2025
Q3 		$434K Buy
52,930
+2,953
+6% +$23.9K 0.02% 582
2025
Q2 		$401K Buy
+49,977
New +$387K 0.02% 612
2024
Q4 		$527K Sell
67,050
-18,064
-21% -$145K 0.02% 679
2024
Q3 		$686K Buy
85,114
+33,773
+66% +$262K 0.02% 620
2024
Q2 		$387K Buy
51,341
+40,056
+355% +$288K 0.01% 917
2024
Q1 		$71.9K Sell
11,285
-37,391
-77% -$265K ﹤0.01% 1380
2023
Q4 		$329K Buy
48,676
+37,391
+331% +$238K 0.01% 1011
2023
Q3 		$71.9K Sell
11,285
-7,508
-40% -$48.5K ﹤0.01% 1380
2023
Q2 		$123K Hold
18,793
– – ﹤0.01% 1413
2023
Q1 		$125K Hold
18,793
– – ﹤0.01% 1358
2022
Q4 		$137K Buy
18,793
+6,406
+52% +$46.5K ﹤0.01% 1326
2022
Q3 		$87K Buy
12,387
+680
+6% +$5.31K ﹤0.01% 1341
2022
Q2 		$90K Buy
11,707
+9
+0.1% +$72 ﹤0.01% 1136
2022
Q1 		$101K Sell
11,698
-78
-0.7% -$693 ﹤0.01% 1298
2021
Q4 		$115K Sell
11,776
-64
-0.5% -$619 ﹤0.01% 1329
2021
Q3 		$118K Buy
11,840
+1
+0% +$10 ﹤0.01% 1317
2021
Q2 		$119K Buy
+11,839
New +$115K ﹤0.01% 1294
2015
Q1 		– Sell
-1,115
Closed -$11 – 1307
2014
Q4 		$11 Buy
+1,115
New +$10.4K ﹤0.01% 2819
2014
Q3 		– Sell
-1,115
Closed -$10.8K – 1301
2014
Q2 		$10.8K Buy
+1,115
New +$10.6K ﹤0.01% 1753

Other funds holding JPC

GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

B. Riley Wealth Advisors's JPC Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 51,889 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #531.

B. Riley Wealth Advisors first reported a position in JPC in Q2 2014 and has held it in 22 quarters since. The position peaked at $686K in Q3 2024. 113 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • B. Riley Wealth Advisors held 51,889 shares of Nuveen Preferred & Income Opportunities Fund worth $407K as of Q2 2026.
  • B. Riley Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #531 holding.
  • B. Riley Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $686K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.