Symphony Financial Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Symphony Financial Services’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	$69.9K	Buy	+10,256	New	+$76.9K	0.03%	109

Other funds holding JPC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Symphony Financial Services's JPC Position: Q3 2026 in Review

Symphony Financial Services opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2026: 10,256 shares worth $69.9K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings.

289 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Symphony Financial Services held 10,256 shares of Nuveen Preferred & Income Opportunities Fund worth $69.9K as of Q3 2026.
Nuveen Preferred & Income Opportunities Fund was a new Symphony Financial Services position in Q3 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Symphony Financial Services's portfolio in Q3 2026, its #109 holding.
289 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.