Medallion Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Medallion Wealth 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 Q1	$5.03K	Hold	667	–	–	﹤0.01%	869
2025 Q4	$5.41K	Hold	667	–	–	﹤0.01%	843
2025 Q3	$5.47K	Hold	667	–	–	﹤0.01%	846
2025 Q2	$5.4K	Hold	667	–	–	﹤0.01%	824
2025 Q1	$5.3K	Hold	667	–	–	﹤0.01%	783
2024 Q4	$5.24K	Buy	+667	New	+$5.37K	﹤0.01%	742

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Medallion Wealth Advisors's JPC Position: Q1 2026 in Review

Medallion Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2026 at 667 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Medallion Wealth Advisors first reported a position in JPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.47K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Medallion Wealth Advisors held 667 shares of Nuveen Preferred & Income Opportunities Fund worth $5.03K as of Q1 2026.
Medallion Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #869 holding.
Medallion Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $5.47K in Q3 2025.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.