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Onyx Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Onyx Financial 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
Q2 		$395K Hold
50,149
– – 0.14% 16
2026
Q1 		$378K Hold
50,149
– – 0.16% 16
2025
Q4 		$407K Buy
50,149
+12,301
+33% +$99.9K 0.17% 16
2025
Q3 		$310K Hold
37,848
– – 0.14% 16
2025
Q2 		$304K Buy
37,848
+25,253
+201% +$196K 0.14% 16
2025
Q1 		$100K Buy
+12,595
New +$101K 0.05% 17

Other funds holding JPC

GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Onyx Financial Advisors's JPC Position: Q2 2026 in Review

Onyx Financial Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 50,149 shares worth $395K. The position accounts for 0.14% of the portfolio, ranked #16.

Onyx Financial Advisors first reported a position in JPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $407K in Q4 2025. 98 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Onyx Financial Advisors held 50,149 shares of Nuveen Preferred & Income Opportunities Fund worth $395K as of Q2 2026.
  • Onyx Financial Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.14% of Onyx Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Onyx Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • Onyx Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $407K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.