JPC — NUVEEN PFD & INCOME OPPORTUN

Ownership history in RITHOLTZ WEALTH MANAGEMENT  ·  1 quarter on record

This page tracks every 13F SEC filing in which RITHOLTZ WEALTH MANAGEMENT reported a position in NUVEEN PFD & INCOME OPPORTUN (JPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 14,550 — — 0.00% $119K $7.82
% of Fund (quarterly)    JPC price (monthly, adj. close)

Other funds also holding JPC

As of 2025 Q4 — sorted by position size

PROTECTIVE LIFE CORP 3Y 7Y 100.0% FCA CORP /TX 3Y 7Y 1.18% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.96% CAMPBELL CAPITAL MANAGEMENT INC 3Y 7Y 0.96% Wright Wealth LLC 0.91% Thoma Capital Management LLC 0.72% Wealth Advisory Solutions, LLC 3Y 0.52% MELFA WEALTH MANAGEMENT, INC. 3Y 0.45% Mission Hills Financial Advisory, LLC 0.37% Samalin Investment Counsel, LLC 3Y 0.34%
← Back to RITHOLTZ WEALTH MANAGEMENT Holdings