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Wealthcare Advisory Partners LLC → JPC
Wealthcare Advisory Partners LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$972K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $924K |
| Q4 2025 | $1M |
| Q1 2026 | $1M |
| Q2 2026 | $1M |
| Q3 2026 | $972K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $972K | 142.6K | — | — |
| Q2 2026 | $1M | 133.2K | — | — |
| Q1 2026 | $1M | 137.3K | — | — |
| Q4 2025 | $1M | 123.5K | — | — |
| Q3 2025 | $924K | 112.7K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M