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Farther Finance Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Farther Finance Advisors’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 		$194K Buy
28,431
+167
+0.6% +$1.25K ﹤0.01% 2325
2026
Q2 		$223K Sell
28,264
-202
-0.7% -$1.59K ﹤0.01% 2168
2026
Q1 		$222K Buy
28,466
+6,766
+31% +$54.7K ﹤0.01% 1951
2025
Q4 		$176K Sell
21,700
-8,671
-29% -$70.4K ﹤0.01% 1992
2025
Q3 		$249K Buy
30,371
+17,829
+142% +$145K ﹤0.01% 1485
2025
Q2 		$101K Buy
12,542
+145
+1% +$1.12K ﹤0.01% 1763
2025
Q1 		$98.4K Buy
12,397
+9,747
+368% +$77.8K ﹤0.01% 1554
2024
Q4 		$20.8K Buy
2,650
+1
+0% +$8 ﹤0.01% 2059
2024
Q3 		$21.4K Sell
2,649
-988
-27% -$7.67K ﹤0.01% 2049
2024
Q2 		$27.1K Buy
+3,637
New +$26.1K ﹤0.01% 1661

Other funds holding JPC

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's JPC Position: Q3 2026 in Review

Farther Finance Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.59% in Q3 2026, buying an estimated $1.25K and bringing the position to 28,431 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Farther Finance Advisors first reported a position in JPC in Q2 2024 and has held it in 10 quarters since. The position peaked at $249K in Q3 2025. 12 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Farther Finance Advisors held 28,431 shares of Nuveen Preferred & Income Opportunities Fund worth $194K as of Q3 2026.
  • Farther Finance Advisors bought 167 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $1.25K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2325 holding.
  • Farther Finance Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $249K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.