Advisors Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Advisors Asset 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	$3.53M	Sell	447,769 -221,788	-33%	-$1.74M	0.05%	449
2026 Q1	$5.05M	Sell	669,557 -148,540	-18%	-$1.2M	0.08%	326
2025 Q4	$6.63M	Sell	818,097 -200,409	-20%	-$1.63M	0.11%	234
2025 Q3	$8.35M	Sell	1,018,506 -17,776	-2%	-$144K	0.14%	173
2025 Q2	$8.31M	Sell	1,036,282 -21,674	-2%	-$168K	0.15%	160
2025 Q1	$8.42M	Sell	1,057,956 -5,570	-0.5%	-$44.4K	0.16%	151
2024 Q4	$8.36M	Buy	1,063,526 +206,491	+24%	+$1.66M	0.15%	152
2024 Q3	$6.92M	Buy	857,035 +167,337	+24%	+$1.3M	0.13%	196
2024 Q2	$5.15M	Buy	689,698 +211,759	+44%	+$1.52M	0.1%	255
2024 Q1	$3.44M	Buy	477,939 +176,037	+58%	+$1.25M	0.07%	370
2023 Q4	$2.04M	Buy	301,902 +217,210	+256%	+$1.38M	0.04%	527
2023 Q3	$536K	Buy	+84,692	New	+$547K	0.01%	887
2017 Q4	–	Sell	-1,639	Closed	-$17K	–	1516
2017 Q3	$17K	Sell	1,639 -81	-5%	-$850	﹤0.01%	1452
2017 Q2	$18K	Sell	1,720 -109	-6%	-$1.11K	﹤0.01%	1498
2017 Q1	$18K	Sell	1,829 -68	-4%	-$672	﹤0.01%	1496
2016 Q4	$19K	Sell	1,897 -22	-1%	-$211	﹤0.01%	1800
2016 Q3	$19K	Sell	1,919 -51	-3%	-$525	﹤0.01%	1784
2016 Q2	$20K	Buy	1,970 +912	+86%	+$9.02K	﹤0.01%	1794
2016 Q1	$10K	Buy	1,058 +663	+168%	+$6.13K	﹤0.01%	1756
2015 Q4	$4K	Buy	+395	New	+$3.61K	﹤0.01%	1869
2015 Q1	–	Sell	-525,044	Closed	-$5.02M	–	1817
2014 Q4	$5.02M	Sell	525,044 -231,782	-31%	-$2.16M	0.07%	346
2014 Q3	$6.96M	Sell	756,826 -85,382	-10%	-$804K	0.1%	270
2014 Q2	$8.17M	Sell	842,208 -188,122	-18%	-$1.79M	0.11%	235
2014 Q1	$9.57M	Sell	1,030,330 -78,510	-7%	-$716K	0.15%	193
2013 Q4	$9.84M	Sell	1,108,840 -90,023	-8%	-$786K	0.16%	178
2013 Q3	$10.4M	Sell	1,198,863 -233,597	-16%	-$2.1M	0.18%	160
2013 Q2	$13.7M	Buy	+1,432,460	New	+$14.5M	0.26%	114

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

Advisors Asset Management's JPC Position: Q2 2026 in Review

Advisors Asset Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 33% in Q2 2026, selling an estimated $1.74M and leaving 447,769 shares worth $3.53M. The position accounts for 0.05% of the portfolio, ranked #449.

Advisors Asset Management first reported a position in JPC in Q2 2013 and has held it in 27 quarters since. The position peaked at $13.7M in Q2 2013. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Advisors Asset Management held 447,769 shares of Nuveen Preferred & Income Opportunities Fund worth $3.53M as of Q2 2026.
Advisors Asset Management sold 221,788 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.74M.
Nuveen Preferred & Income Opportunities Fund made up 0.05% of Advisors Asset Management's portfolio in Q2 2026, its #449 holding.
Advisors Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 27 quarters since.
Advisors Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $13.7M in Q2 2013.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.