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Garton & Associates Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,900
Closed -$15.4K – 419
2025
Q4 		$15.4K Buy
+1,900
New +$15.4K 0.01% 719

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Raymond James Financial
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Royal Bank of Canada
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Invesco
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LPL Financial
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GC
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Garton & Associates Financial Advisors's JPC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 1,900 shares — an estimated $15.4K sold.

Garton & Associates Financial Advisors first reported a position in JPC in Q4 2025 and held it in 1 quarter. The position peaked at $15.4K in Q4 2025. 321 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,900 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $15.4K.
  • Garton & Associates Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $15.4K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.