Back to JPC
B. Riley Wealth Advisors, Inc. → JPC
B. Riley Wealth Advisors, Inc. JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
6
Latest value
$352K
Q3 2026
Peak value
$536K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $536K |
| Q3 2025 | $434K |
| Q4 2025 | $429K |
| Q1 2026 | $376K |
| Q2 2026 | $407K |
| Q3 2026 | $352K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $352K | 51.6K | — | — |
| Q2 2026 | $407K | 51.9K | — | — |
| Q1 2026 | $376K | 51.9K | — | — |
| Q4 2025 | $429K | 52.9K | — | — |
| Q3 2025 | $434K | 52.9K | — | — |
| Q1 2025 | $536K | 67.3K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M