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Savvy Advisors Inc’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Savvy Advisors Inc’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 		$401K Buy
53,244
+9,979
+23% +$80.7K 0.01% 745
2025
Q4 		$351K Buy
+43,265
New +$351K 0.01% 710

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

Savvy Advisors Inc's JPC Position: Q1 2026 in Review

Savvy Advisors Inc increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 23% in Q1 2026, buying an estimated $80.7K and bringing the position to 53,244 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #745.

Savvy Advisors Inc first reported a position in JPC in Q4 2025 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Savvy Advisors Inc held 53,244 shares of Nuveen Preferred & Income Opportunities Fund worth $401K as of Q1 2026.
  • Savvy Advisors Inc bought 9,979 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $80.7K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #745 holding.
  • Savvy Advisors Inc first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.