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

RVW Wealth’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	$484K	Hold	70,922	–	–	0.03%	122
2026 Q2	$559K	Hold	70,922	–	–	0.04%	106
2026 Q1	$535K	Hold	70,922	–	–	0.04%	109
2025 Q4	$575K	Hold	70,922	–	–	0.04%	100
2025 Q3	$582K	Hold	70,922	–	–	0.05%	99
2025 Q2	$569K	Hold	70,922	–	–	0.05%	90
2025 Q1	$565K	Hold	70,922	–	–	0.05%	85
2024 Q4	$557K	Buy	70,922 +12,422	+21%	+$99.9K	0.05%	83
2024 Q3	$472K	Hold	58,500	–	–	0.04%	97
2024 Q2	$437K	Hold	58,500	–	–	0.04%	97
2024 Q1	$421K	Hold	58,500	–	–	0.04%	98
2023 Q4	$395K	Hold	58,500	–	–	0.04%	98
2023 Q3	$370K	Hold	58,500	–	–	0.04%	98
2023 Q2	$379K	Hold	58,500	–	–	0.04%	105
2023 Q1	$385K	Buy	+58,500	New	+$428K	0.05%	107

Other funds holding JPC

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RVW Wealth's JPC Position: Q3 2026 in Review

RVW Wealth held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 70,922 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #122.

RVW Wealth first reported a position in JPC in Q1 2023 and has held it in 15 quarters since. The position peaked at $582K in Q3 2025. 12 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

RVW Wealth held 70,922 shares of Nuveen Preferred & Income Opportunities Fund worth $484K as of Q3 2026.
RVW Wealth left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of RVW Wealth's portfolio in Q3 2026, its #122 holding.
RVW Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and has held it in 15 quarters since.
RVW Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $582K in Q3 2025.
12 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.