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

River 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
Q1 		$111K Hold
14,688
– – 0.01% 205
2025
Q4 		$119K Hold
14,688
– – 0.01% 208
2025
Q3 		$120K Buy
+14,688
New +$119K 0.01% 203

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

River Wealth Advisors's JPC Position: Q1 2026 in Review

River Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2026 at 14,688 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #205.

River Wealth Advisors first reported a position in JPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $120K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • River Wealth Advisors held 14,688 shares of Nuveen Preferred & Income Opportunities Fund worth $111K as of Q1 2026.
  • River Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of River Wealth Advisors's portfolio in Q1 2026, its #205 holding.
  • River Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • River Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $120K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.