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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPC overviewAll 13F holders of JPCFull Q2 2026 holdings

Shares (Q2 2026)
26,144
Value
$206.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of JPC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,144$206.0K<0.1%−8,133−23.7%ReducedHolders
Q1 202634,277$258.4K<0.1%+4,713+15.9%AddedHolders
Q4 202529,564$239.8K<0.1%+3,279+12.5%AddedHolders
Q3 202526,285$215.5K<0.1%+13,803+110.6%AddedHolders
Q2 202512,482$100.1K<0.1%+1,507+13.7%AddedHolders
Q1 202510,975$87.4K<0.1%−12,130−52.5%ReducedHolders
Q4 202423,105$181.6K<0.1%+6,525+39.4%AddedHolders
Q3 202416,580$133.8K<0.1%+4,115+33.0%AddedHolders
Q2 202412,465$93.1K<0.1%+12,465NewHolders
Q1 20240$00.0%−13,763−100.0%Sold outHolders
Q4 202313,763$93.0K<0.1%−88,118−86.5%ReducedHolders
Q3 2023101,881$644.9K<0.1%+101,881NewHolders
Q2 20230$00.0%−14,060−100.0%Sold outHolders
Q1 202314,060$92.5K<0.1%−4,625−24.8%ReducedHolders
Q4 202218,685$136.0K<0.1%−2,110−10.1%ReducedHolders
Q3 202220,795$145.0K<0.1%−8,347−28.6%ReducedHolders
Q2 202229,142$223.0K<0.1%−2,653−8.3%ReducedHolders
Q1 202231,795$273.0K<0.1%+1,390+4.6%AddedHolders
Q4 202130,405$297.0K<0.1%00.0%UnchangedHolders
Q3 202130,405$301.0K<0.1%−2,869−8.6%ReducedHolders
Q2 202133,274$332.0K<0.1%−801−2.4%ReducedHolders
Q1 202134,075$323.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.