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Kestra Advisory Services, LLC → JPC

Kestra Advisory Services, LLC JPC Position History

Nuveen Preferred & Income Opportunities Fund • Financial Services

Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.4M
Q4 2025$5.3M
Q1 2026$5.6M
Q2 2026$6M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M753.2K——
Q2 2026$6M759.3K——
Q1 2026$5.6M744.4K——
Q4 2025$5.3M657.1K——
Q3 2025$3.4M419.1K——

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Kestra Advisory Services, LLC JPC Holdings: 13F Position History | Track13F