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McAlister Sweet & Associates’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

McAlister Sweet & Associates’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 		$202K Buy
29,613
+30
+0.1% +$225 0.13% 33
2026
Q2 		$233K Buy
29,583
+12,392
+72% +$97.4K 0.12% 34
2026
Q1 		$130K Buy
+17,191
New +$139K 0.08% 32

Other funds holding JPC

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

McAlister Sweet & Associates's JPC Position: Q3 2026 in Review

McAlister Sweet & Associates increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.1% in Q3 2026, buying an estimated $225 and bringing the position to 29,613 shares worth $202K. The position accounts for 0.13% of the portfolio, ranked #33.

McAlister Sweet & Associates first reported a position in JPC in Q1 2026 and has held it in 3 quarters since. The position peaked at $233K in Q2 2026. 12 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • McAlister Sweet & Associates held 29,613 shares of Nuveen Preferred & Income Opportunities Fund worth $202K as of Q3 2026.
  • McAlister Sweet & Associates bought 30 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $225.
  • Nuveen Preferred & Income Opportunities Fund made up 0.13% of McAlister Sweet & Associates's portfolio in Q3 2026, its #33 holding.
  • McAlister Sweet & Associates first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2026 and has held it in 3 quarters since.
  • McAlister Sweet & Associates's Nuveen Preferred & Income Opportunities Fund position peaked at $233K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on McAlister Sweet & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.