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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by IFP Advisors, Inc, 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)
816
Value
$6.43K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2022
Holdings of JPC by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026816$6.43K<0.1%+816NewHolders
Q3 20240$00.0%−500−100.0%Sold outHolders
Q2 2024500$3.73K<0.1%+500NewHolders
Q2 20230$00.0%−7,185−100.0%Sold outHolders
Q1 20237,185$71.1K<0.1%+3,874+117.0%AddedHolders
Q4 20223,311$34.0K<0.1%−588−15.1%ReducedHolders
Q3 20223,899$43.0K<0.1%+199+5.4%AddedHolders
Q2 20223,700$38.0K<0.1%00.0%UnchangedHolders
Q1 20223,700$38.0K<0.1%+3,700NewHolders