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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$766K Buy
+99,591
New +$783K 0.01% 730
2024
Q4
Sell
-73,000
Closed -$591K 663
2024
Q3
$591K Hold
73,000
0.03% 349
2024
Q2
$549K Hold
73,000
0.03% 363
2024
Q1
$523K Buy
+73,000
New +$518K 0.03% 416

Other funds holding JPC

Diversify Advisory Services's JPC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 99,591 shares worth $766K. The stake represents 0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JPC as recently as Q3 2024.

Diversify Advisory Services first reported a position in JPC in Q1 2024 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Diversify Advisory Services held 99,591 shares of Nuveen Preferred & Income Opportunities Fund worth $766K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Diversify Advisory Services position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #730 holding.
  • Diversify Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 4 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.