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

RFG Advisory’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 		$193K Buy
24,434
+2,061
+9% +$16.2K ﹤0.01% 1086
2026
Q1 		$169K Buy
22,373
+3,506
+19% +$28.3K ﹤0.01% 1021
2025
Q4 		$153K Buy
18,867
+445
+2% +$3.61K ﹤0.01% 963
2025
Q3 		$151K Buy
+18,422
New +$149K ﹤0.01% 936
2024
Q3 		– Sell
-10,806
Closed -$80.7K – 757
2024
Q2 		$80.7K Buy
10,806
+597
+6% +$4.29K ﹤0.01% 693
2024
Q1 		$73.4K Buy
+10,209
New +$72.5K ﹤0.01% 706

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

RFG Advisory's JPC Position: Q2 2026 in Review

RFG Advisory increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 9.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 24,434 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

RFG Advisory first reported a position in JPC in Q1 2024 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • RFG Advisory held 24,434 shares of Nuveen Preferred & Income Opportunities Fund worth $193K as of Q2 2026.
  • RFG Advisory bought 2,061 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $16.2K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1086 holding.
  • RFG Advisory first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.