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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
Q2 		$371K Sell
47,041
-6,203
-12% -$48.8K 0.01% 893
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

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Savvy Advisors Inc's JPC Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 12% in Q2 2026, selling an estimated $48.8K and leaving 47,041 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #893.

Savvy Advisors Inc first reported a position in JPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q1 2026. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Savvy Advisors Inc held 47,041 shares of Nuveen Preferred & Income Opportunities Fund worth $371K as of Q2 2026.
  • Savvy Advisors Inc sold 6,203 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $48.8K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #893 holding.
  • Savvy Advisors Inc first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Nuveen Preferred & Income Opportunities Fund position peaked at $401K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.