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COMPASS FINANCIAL MANAGEMENT LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$129K Buy
+16,411
New +$129K 0.02% 505

Other funds holding JPC

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JPC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 16,411 shares worth $129K. The stake represents 0.02% of the portfolio and ranks #505 among its holdings.

267 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 16,411 shares of Nuveen Preferred & Income Opportunities Fund worth $129K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #505 holding.
  • 267 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.