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DIVERSIFY WEALTH MANAGEMENT, LLC → JPC
DIVERSIFY WEALTH MANAGEMENT, LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$649K
Q3 2026
Peak value
$872K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $872K |
| Q4 2025 | $804K |
| Q1 2026 | $780K |
| Q2 2026 | $766K |
| Q3 2026 | $649K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $649K | 95.4K | — | — |
| Q2 2026 | $766K | 99.6K | — | — |
| Q1 2026 | $780K | 98.7K | — | — |
| Q4 2025 | $804K | 98.4K | — | — |
| Q3 2025 | $872K | 106.9K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M