Post Resch Tallon Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Post Resch Tallon Group’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	$111K	Hold	14,065	–	–	0.08%	132
2026 Q1	$108K	Sell	14,065 -495	-3%	-$4K	0.09%	112
2025 Q4	$118K	Hold	14,560	–	–	0.1%	104
2025 Q3	$119K	Hold	14,560	–	–	0.11%	104
2025 Q2	$117K	Hold	14,560	–	–	0.11%	94
2025 Q1	$115K	Sell	14,560 -737	-5%	-$5.88K	0.12%	94
2024 Q4	$122K	Buy	+15,297	New	+$123K	0.12%	95

Other funds holding JPC

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Post Resch Tallon Group's JPC Position: Q2 2026 in Review

Post Resch Tallon Group held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 14,065 shares worth $111K. The position accounts for 0.08% of the portfolio, ranked #132.

Post Resch Tallon Group first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $122K in Q4 2024. 50 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Post Resch Tallon Group held 14,065 shares of Nuveen Preferred & Income Opportunities Fund worth $111K as of Q2 2026.
Post Resch Tallon Group left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.08% of Post Resch Tallon Group's portfolio in Q2 2026, its #132 holding.
Post Resch Tallon Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Post Resch Tallon Group's Nuveen Preferred & Income Opportunities Fund position peaked at $122K in Q4 2024.
50 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.