NWF Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

NWF Advisory Services’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	$278K	Sell	40,721 -2,000	-5%	-$15K	0.03%	321
2026 Q2	$337K	Sell	42,721 -4,000	-9%	-$31.5K	0.03%	288
2026 Q1	$352K	Sell	46,721 -253	-0.5%	-$2.04K	0.04%	262
2025 Q4	$381K	Buy	46,974 +356	+0.8%	+$2.89K	0.04%	244
2025 Q3	$382K	Buy	46,618 +2,998	+7%	+$24.3K	0.04%	243
2025 Q2	$350K	Sell	43,620 -165	-0.4%	-$1.28K	0.04%	264
2025 Q1	$349K	Buy	+43,785	New	+$349K	0.05%	223
2024 Q4	–	Sell	-29,150	Closed	-$235K	–	361
2024 Q3	$235K	Hold	29,150	–	–	0.03%	273
2024 Q2	$218K	Sell	29,150 -988	-3%	-$7.1K	0.03%	269
2024 Q1	$217K	Buy	30,138 +1,500	+5%	+$10.6K	0.04%	268
2023 Q4	$194K	Buy	28,638 +7,438	+35%	+$47.3K	0.04%	257
2023 Q3	$134K	Sell	21,200 -1,000	-5%	-$6.46K	0.03%	262
2023 Q2	$144K	Hold	22,200	–	–	0.03%	254
2023 Q1	$144K	Buy	+22,200	New	+$162K	0.03%	253

Other funds holding JPC

SAM

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

SFS

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

WAS

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

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

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

NWF Advisory Services's JPC Position: Q3 2026 in Review

NWF Advisory Services reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4.7% in Q3 2026, selling an estimated $15K and leaving 40,721 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #321.

NWF Advisory Services first reported a position in JPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $382K in Q3 2025. 71 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

NWF Advisory Services held 40,721 shares of Nuveen Preferred & Income Opportunities Fund worth $278K as of Q3 2026.
NWF Advisory Services sold 2,000 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $15K.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #321 holding.
NWF Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $382K in Q3 2025.
71 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.