Advance Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Advance Capital Management’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$336K	Buy	42,681 +26,755	+168%	+$210K	0.01%	151
2026 Q1	$120K	Hold	15,926	–	–	﹤0.01%	179
2025 Q4	$129K	Hold	15,926	–	–	0.01%	170
2025 Q3	$131K	Hold	15,926	–	–	0.01%	170
2025 Q2	$128K	Buy	+15,926	New	+$123K	0.01%	164

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Advance Capital Management's JPC Position: Q2 2026 in Review

Advance Capital Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 168% in Q2 2026, buying an estimated $210K and bringing the position to 42,681 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #151.

Advance Capital Management first reported a position in JPC in Q2 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Advance Capital Management held 42,681 shares of Nuveen Preferred & Income Opportunities Fund worth $336K as of Q2 2026.
Advance Capital Management bought 26,755 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $210K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #151 holding.
Advance Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.