Diversify Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
Other funds holding JPC
EGA
Diversify Advisory Services's JPC Position: Q3 2026 in Review
Diversify Advisory Services reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4.2% in Q3 2026, selling an estimated $31.3K and leaving 95,421 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #817.
Diversify Advisory Services first reported a position in JPC in Q1 2024 and has held it in 5 quarters since. The position peaked at $766K in Q2 2026. 81 funds tracked by Wall St. Rank hold JPC as of Q3 2026.
- Diversify Advisory Services held 95,421 shares of Nuveen Preferred & Income Opportunities Fund worth $649K as of Q3 2026.
- Diversify Advisory Services sold 4,170 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $31.3K.
- Nuveen Preferred & Income Opportunities Fund made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #817 holding.
- Diversify Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 5 quarters since.
- Diversify Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $766K in Q2 2026.
- 81 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.