Gill Capital Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Gill Capital Partners’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	$134K	Sell	19,704 -1,170	-6%	-$8.77K	0.04%	149
2026 Q2	$164K	Hold	20,874	–	–	0.04%	162
2026 Q1	$157K	Sell	20,874 -1,874	-8%	-$15.1K	0.05%	154
2025 Q4	$184K	Sell	22,748 -2,874	-11%	-$23.3K	0.06%	133
2025 Q3	$210K	Buy	25,622 +11,130	+77%	+$90.3K	0.06%	127
2025 Q2	$116K	Sell	14,492 -255	-2%	-$1.98K	0.04%	144
2025 Q1	$117K	Hold	14,747	–	–	0.04%	136
2024 Q4	$116K	Hold	14,747	–	–	0.04%	133
2024 Q3	$119K	Sell	14,747 -988	-6%	-$7.67K	0.04%	128
2024 Q2	$118K	Hold	15,735	–	–	0.05%	121
2024 Q1	$111K	Hold	15,735	–	–	0.04%	120
2023 Q4	$106K	Buy	+15,735	New	+$100K	0.04%	124

Other funds holding JPC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Gill Capital Partners's JPC Position: Q3 2026 in Review

Gill Capital Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 5.6% in Q3 2026, selling an estimated $8.77K and leaving 19,704 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #149.

Gill Capital Partners first reported a position in JPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $210K in Q3 2025. 21 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Gill Capital Partners held 19,704 shares of Nuveen Preferred & Income Opportunities Fund worth $134K as of Q3 2026.
Gill Capital Partners sold 1,170 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $8.77K.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of Gill Capital Partners's portfolio in Q3 2026, its #149 holding.
Gill Capital Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
Gill Capital Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $210K in Q3 2025.
21 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.