Highline Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Highline Wealth 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	$667K	Buy	97,769 +97,469	+32,490%	+$731K	0.13%	72
2026 Q2	$2.36K	Hold	300	–	–	﹤0.01%	1150
2026 Q1	$2.26K	Hold	300	–	–	﹤0.01%	1042
2025 Q4	$2.43K	Hold	300	–	–	﹤0.01%	815
2025 Q3	$2.46K	Buy	+300	New	+$2.43K	﹤0.01%	818

Other funds holding JPC

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

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

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Highline Wealth Partners's JPC Position: Q3 2026 in Review

Highline Wealth Partners increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 32,490% in Q3 2026, buying an estimated $731K and bringing the position to 97,769 shares worth $667K. The position accounts for 0.13% of the portfolio, ranked #72.

Highline Wealth Partners first reported a position in JPC in Q3 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Highline Wealth Partners held 97,769 shares of Nuveen Preferred & Income Opportunities Fund worth $667K as of Q3 2026.
Highline Wealth Partners bought 97,469 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $731K.
Nuveen Preferred & Income Opportunities Fund made up 0.13% of Highline Wealth Partners's portfolio in Q3 2026, its #72 holding.
Highline Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
84 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.