Carlton Hofferkamp & Jenks Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Carlton Hofferkamp & Jenks 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	$93.2K	Hold	12,000	–	–	0.03%	144
2026 Q1	$95.6K	Hold	12,000	–	–	0.03%	142
2025 Q4	$97.3K	Hold	12,000	–	–	0.03%	140
2025 Q3	$97.7K	Hold	12,000	–	–	0.03%	141
2025 Q2	$96.7K	Hold	12,000	–	–	0.04%	140
2025 Q1	$87.6K	Hold	12,000	–	–	0.04%	133
2024 Q4	$96.5K	Hold	12,000	–	–	0.04%	134
2024 Q3	$96.1K	Hold	12,000	–	–	0.04%	137
2024 Q2	$91.8K	Hold	12,000	–	–	0.04%	139
2024 Q1	$83.6K	Hold	12,000	–	–	0.04%	129
2023 Q4	$85.2K	Hold	12,000	–	–	0.04%	133
2023 Q3	$72K	Sell	12,000 -8,500	-41%	-$54.9K	0.03%	126
2023 Q2	$134K	Sell	20,500 -11,000	-35%	-$69.7K	0.06%	135
2023 Q1	$192K	Hold	31,500	–	–	0.09%	129
2022 Q4	$245K	Buy	+31,500	New	+$229K	0.11%	121

Other funds holding JPC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SAM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's JPC Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 12,000 shares worth $93.2K. The position accounts for 0.03% of the portfolio, ranked #144.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in JPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $245K in Q4 2022. 228 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 12,000 shares of Nuveen Preferred & Income Opportunities Fund worth $93.2K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #144 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $245K in Q4 2022.
228 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.