Shulman DeMeo Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Shulman DeMeo Asset Management’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	$511K	Sell	77,129 -151	-0.2%	-$1.13K	0.1%	70
2026 Q2	$609K	Sell	77,280 -421	-0.5%	-$3.31K	0.11%	63
2026 Q1	$586K	Sell	77,701 -7,653	-9%	-$61.9K	0.12%	63
2025 Q4	$692K	Sell	85,354 -3,700	-4%	-$30.1K	0.16%	46
2025 Q3	$730K	Sell	89,054 -417	-0.5%	-$3.38K	0.17%	43
2025 Q2	$718K	Sell	89,471 -183	-0.2%	-$1.42K	0.18%	43
2025 Q1	$714K	Sell	89,654 -946	-1%	-$7.55K	0.2%	42
2024 Q4	$712K	Buy	90,600 +34	+0%	+$273	0.19%	41
2024 Q3	$731K	Buy	90,566 +43	+0%	+$334	0.18%	46
2024 Q2	$676K	Sell	90,523 -172	-0.2%	-$1.24K	0.18%	48
2024 Q1	$652K	Sell	90,695 -474	-0.5%	-$3.36K	0.17%	48
2023 Q4	$616K	Buy	+91,169	New	+$580K	0.17%	49

Other funds holding JPC

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

Shulman DeMeo Asset Management's JPC Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.2% in Q3 2026, selling an estimated $1.13K and leaving 77,129 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #70.

Shulman DeMeo Asset Management first reported a position in JPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $731K in Q3 2024. 12 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Shulman DeMeo Asset Management held 77,129 shares of Nuveen Preferred & Income Opportunities Fund worth $511K as of Q3 2026.
Shulman DeMeo Asset Management sold 151 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $1.13K.
Nuveen Preferred & Income Opportunities Fund made up 0.1% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #70 holding.
Shulman DeMeo Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
Shulman DeMeo Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $731K in Q3 2024.
12 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.