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Harbor Investment Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Harbor Investment Advisory’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 		$42.6K Hold
6,248
– – ﹤0.01% 812
2026
Q2 		$49.2K Hold
6,248
– – ﹤0.01% 762
2026
Q1 		$47.1K Hold
6,248
– – ﹤0.01% 630
2025
Q4 		$50.7K Hold
6,248
– – ﹤0.01% 661
2025
Q3 		$51.2K Buy
+6,248
New +$50.7K ﹤0.01% 635

Other funds holding JPC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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
RW
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

Harbor Investment Advisory's JPC Position: Q3 2026 in Review

Harbor Investment Advisory held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 6,248 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Harbor Investment Advisory first reported a position in JPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $51.2K in Q3 2025. 24 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Harbor Investment Advisory held 6,248 shares of Nuveen Preferred & Income Opportunities Fund worth $42.6K as of Q3 2026.
  • Harbor Investment Advisory left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #812 holding.
  • Harbor Investment Advisory first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
  • Harbor Investment Advisory's Nuveen Preferred & Income Opportunities Fund position peaked at $51.2K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.