Back to JPC
Wealth Advisory Solutions, LLC → JPC
Wealth Advisory Solutions, LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q4 2025 | $2.2M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2.1M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 262.3K | — | — |
| Q2 2026 | $2.1M | 261.8K | — | — |
| Q1 2026 | $1.7M | 219.5K | — | — |
| Q4 2025 | $2.2M | 274.0K | — | — |
| Q3 2025 | $2.2M | 274.4K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M