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 Q3	$100K	Hold	14,688	–	–	0.01%	205
2026 Q2	$116K	Hold	14,688	–	–	0.01%	217
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

River Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 14,688 shares worth $100K. 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 5 quarters since. The position peaked at $120K in Q3 2025. 204 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

River Wealth Advisors held 14,688 shares of Nuveen Preferred & Income Opportunities Fund worth $100K as of Q3 2026.
River Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of River Wealth Advisors's portfolio in Q3 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 5 quarters since.
River Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $120K in Q3 2025.
204 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.