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

Fortitude Advisory Group’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	$210K	Buy	30,732 +13	+0%	+$97	0.08%	218
2026 Q2	$242K	Hold	30,719	–	–	0.09%	191
2026 Q1	$232K	Hold	30,719	–	–	0.1%	188
2025 Q4	$249K	Buy	30,719 +5,158	+20%	+$41.9K	0.11%	168
2025 Q3	$210K	Hold	25,561	–	–	0.11%	189
2025 Q2	$205K	Hold	25,561	–	–	0.12%	191
2025 Q1	$187K	Buy	25,561 +341	+1%	+$2.72K	0.13%	178
2024 Q4	$198K	Hold	25,220	–	–	0.12%	180
2024 Q3	$204K	Buy	25,220 +923	+4%	+$7.16K	0.13%	190
2024 Q2	$181K	Hold	24,297	–	–	0.11%	182
2024 Q1	$175K	Buy	24,297 +3,699	+18%	+$26.3K	0.1%	200
2023 Q4	$139K	Buy	20,598 +9,027	+78%	+$57.4K	0.08%	210
2023 Q3	$73.2K	Hold	11,571	–	–	0.05%	201
2023 Q2	$75K	Buy	+11,571	New	+$73.3K	0.06%	207
2022 Q2	–	Sell	-9,971	Closed	-$86K	–	757
2022 Q1	$86K	Buy	9,971 +1,170	+13%	+$10.4K	0.05%	380
2021 Q4	$86K	Buy	+8,801	New	+$85.1K	0.04%	386

Other funds holding JPC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fortitude Advisory Group's JPC Position: Q3 2026 in Review

Fortitude Advisory Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.04% in Q3 2026, buying an estimated $97 and bringing the position to 30,732 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #218.

Fortitude Advisory Group first reported a position in JPC in Q4 2021 and has held it in 16 quarters since. The position peaked at $249K in Q4 2025. 195 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Fortitude Advisory Group held 30,732 shares of Nuveen Preferred & Income Opportunities Fund worth $210K as of Q3 2026.
Fortitude Advisory Group bought 13 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $97.
Nuveen Preferred & Income Opportunities Fund made up 0.08% of Fortitude Advisory Group's portfolio in Q3 2026, its #218 holding.
Fortitude Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 16 quarters since.
Fortitude Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $249K in Q4 2025.
195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.