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Steel Grove Capital Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Steel Grove Capital Advisors’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 		$79.5K Hold
11,653
– – 0.01% 223
2026
Q2 		$91.8K Hold
11,653
– – 0.01% 222
2026
Q1 		$87.9K Hold
11,653
– – 0.01% 216
2025
Q4 		$94.5K Hold
11,653
– – 0.01% 199
2025
Q3 		$93.5K Hold
11,653
– – 0.01% 178
2025
Q2 		$93.5K Hold
11,653
– – 0.01% 174
2025
Q1 		$92.8K Hold
11,653
– – 0.01% 163
2024
Q4 		$91.6K Hold
11,653
– – 0.01% 182
2024
Q3 		$93.9K Buy
+11,653
New +$90.4K 0.01% 172
2024
Q2 		– Sell
-11,653
Closed -$83.8K – 197
2024
Q1 		$83.8K Sell
11,653
-706
-6% -$5.01K 0.01% 212
2023
Q4 		$83.5K Buy
+12,359
New +$78.6K 0.01% 188

Other funds holding JPC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Steel Grove Capital Advisors's JPC Position: Q3 2026 in Review

Steel Grove Capital Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 11,653 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #223.

Steel Grove Capital Advisors first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $94.5K in Q4 2025. 37 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Steel Grove Capital Advisors held 11,653 shares of Nuveen Preferred & Income Opportunities Fund worth $79.5K as of Q3 2026.
  • Steel Grove Capital Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #223 holding.
  • Steel Grove Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • Steel Grove Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $94.5K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.