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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → JPC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.9M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 346.8K | — | — |
| Q2 2026 | $3M | 378.6K | — | — |
| Q1 2026 | $2.7M | 350.6K | — | — |
| Q4 2025 | $2.9M | 353.6K | — | — |
| Q3 2025 | $2.5M | 306.0K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M