Client 1st Advisory Group, LLC

SEC CIK: 0001802816
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Client 1st Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPC overview All 13F holders of JPC Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2025

Holdings of JPC by Client 1st Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−12,721−100.0%	Sold out	Holders
Q4 2025	12,721	$103.2K	<0.1%	+12,721	New	Holders