Cornerstone Advisory
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Cornerstone Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cornerstone Advisory’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 		$330K Sell
48,421
-56,462
-54% -$423K 0.03% 212
2026
Q2 		$826K Hold
104,883
– – 0.07% 129
2026
Q1 		$791K Hold
104,883
– – 0.07% 120
2025
Q4 		$851K Sell
104,883
-27,435
-21% -$223K 0.08% 107
2025
Q3 		$1.09M Buy
+132,318
New +$1.07M 0.11% 91

Other funds holding JPC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
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
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Cornerstone Advisory's JPC Position: Q3 2026 in Review

Cornerstone Advisory reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 54% in Q3 2026, selling an estimated $423K and leaving 48,421 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #212.

Cornerstone Advisory first reported a position in JPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2025. 197 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Cornerstone Advisory held 48,421 shares of Nuveen Preferred & Income Opportunities Fund worth $330K as of Q3 2026.
  • Cornerstone Advisory sold 56,462 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $423K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #212 holding.
  • Cornerstone Advisory first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
  • Cornerstone Advisory's Nuveen Preferred & Income Opportunities Fund position peaked at $1.09M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.