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Accel Wealth Management → JPC

Accel Wealth Management JPC Position History

Nuveen Preferred & Income Opportunities Fund • Financial Services

Quarters held
4
Latest value
$366K
Q3 2026
Peak value
$554K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$554K
Q1 2026$490K
Q2 2026$487K
Q3 2026$366K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$366K53.7K——
Q2 2026$487K61.8K——
Q1 2026$490K65.0K——
Q4 2025$554K68.3K——

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