Halbert Hargrove Global Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Halbert Hargrove Global 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	$58K	Sell	8,500 -500	-6%	-$3.75K	﹤0.01%	194
2026 Q2	$70.9K	Sell	9,000 -4,000	-31%	-$31.5K	﹤0.01%	188
2026 Q1	$98K	Hold	13,000	–	–	﹤0.01%	144
2025 Q4	$105K	Hold	13,000	–	–	0.01%	135
2025 Q3	$107K	Buy	+13,000	New	+$105K	0.01%	140

Other funds holding JPC

SAM

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

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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CPC

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

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Halbert Hargrove Global Advisors's JPC Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 5.6% in Q3 2026, selling an estimated $3.75K and leaving 8,500 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Halbert Hargrove Global Advisors first reported a position in JPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $107K in Q3 2025. 71 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Halbert Hargrove Global Advisors held 8,500 shares of Nuveen Preferred & Income Opportunities Fund worth $58K as of Q3 2026.
Halbert Hargrove Global Advisors sold 500 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $3.75K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #194 holding.
Halbert Hargrove Global Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
Halbert Hargrove Global Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $107K in Q3 2025.
71 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.