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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

McAlister Sweet & Associates's JPC Position: Q2 2026 in Review

McAlister Sweet & Associates increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 72% in Q2 2026, buying an estimated $97.4K and bringing the position to 29,583 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #34.

McAlister Sweet & Associates first reported a position in JPC in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • McAlister Sweet & Associates held 29,583 shares of Nuveen Preferred & Income Opportunities Fund worth $233K as of Q2 2026.
  • McAlister Sweet & Associates bought 12,392 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $97.4K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.12% of McAlister Sweet & Associates's portfolio in Q2 2026, its #34 holding.
  • McAlister Sweet & Associates first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.