Physician Wealth Advisors
JPC icon

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

Physician 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
Q3 		$200K Hold
29,367
– – 0.02% 219
2026
Q2 		$231K Hold
29,367
– – 0.03% 195
2026
Q1 		$221K Hold
29,367
– – 0.03% 177
2025
Q4 		$238K Hold
29,367
– – 0.03% 172
2025
Q3 		$241K Buy
+29,367
New +$238K 0.03% 163

Other funds holding JPC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Physician Wealth Advisors's JPC Position: Q3 2026 in Review

Physician Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 29,367 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #219.

Physician Wealth Advisors first reported a position in JPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $241K in Q3 2025. 202 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Physician Wealth Advisors held 29,367 shares of Nuveen Preferred & Income Opportunities Fund worth $200K as of Q3 2026.
  • Physician Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #219 holding.
  • Physician Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $241K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.