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 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

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return