Smith Shellnut Wilson’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Smith Shellnut Wilson’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
2025 Q3	$105K	Hold	12,855	–	–	0.04%	143
2025 Q2	$103K	Hold	12,855	–	–	0.04%	138
2025 Q1	$102K	Hold	12,855	–	–	0.05%	140
2024 Q4	$101K	Hold	12,855	–	–	0.04%	146
2024 Q3	$104K	Hold	12,855	–	–	0.05%	146
2024 Q2	$96K	Hold	12,855	–	–	0.05%	139
2024 Q1	$92.4K	Hold	12,855	–	–	0.05%	131
2023 Q4	$86.9K	Buy	+12,855	New	+$81.8K	0.05%	125

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Smith Shellnut Wilson's JPC Position: Q3 2025 in Review

Smith Shellnut Wilson held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2025 at 12,855 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #143.

Smith Shellnut Wilson first reported a position in JPC in Q4 2023 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

Smith Shellnut Wilson held 12,855 shares of Nuveen Preferred & Income Opportunities Fund worth $105K as of Q3 2025.
Smith Shellnut Wilson left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2025.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of Smith Shellnut Wilson's portfolio in Q3 2025, its #143 holding.
Smith Shellnut Wilson first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 8 quarters since.
313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.