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

15 Wealth Advisors LLC’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 		$138K Buy
+20,222
New +$152K 0.03% 108

Other funds holding JPC

Wealth Enhancement Advisory Services
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
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
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

15 Wealth Advisors LLC's JPC Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2026: 20,222 shares worth $138K. The stake represents 0.03% of the portfolio and ranks #108 among its holdings.

37 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • 15 Wealth Advisors LLC held 20,222 shares of Nuveen Preferred & Income Opportunities Fund worth $138K as of Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new 15 Wealth Advisors LLC position in Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.03% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #108 holding.
  • 37 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.