BankPlus Wealth Management
JPC icon

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

BankPlus 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 		$74.3K Hold
10,892
– – 0.03% 117
2026
Q2 		$85.8K Hold
10,892
– – 0.04% 126
2026
Q1 		$82.1K Hold
10,892
– – 0.04% 117
2025
Q4 		$88.3K Sell
10,892
-615
-5% -$5K 0.05% 110
2025
Q3 		$94.4K Buy
+11,507
New +$93.3K 0.06% 107

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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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

BankPlus Wealth Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 10,892 shares worth $74.3K. The position accounts for 0.03% of the portfolio, ranked #117.

BankPlus Wealth Management first reported a position in JPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $94.4K in Q3 2025. 162 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • BankPlus Wealth Management held 10,892 shares of Nuveen Preferred & Income Opportunities Fund worth $74.3K as of Q3 2026.
  • BankPlus Wealth Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.03% of BankPlus Wealth Management's portfolio in Q3 2026, its #117 holding.
  • BankPlus Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
  • BankPlus Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $94.4K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

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