Allworth Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Allworth Financial’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	$207K	Buy	26,244 +2,953	+13%	+$23.2K	﹤0.01%	1470
2026 Q1	$176K	Sell	23,291 -1,580	-6%	-$12.8K	﹤0.01%	1489
2025 Q4	$202K	Buy	24,871 +3,307	+15%	+$26.9K	﹤0.01%	1338
2025 Q3	$177K	Buy	21,564 +3,903	+22%	+$31.7K	﹤0.01%	1363
2025 Q2	$142K	Buy	17,661 +9,096	+106%	+$70.5K	﹤0.01%	1345
2025 Q1	$65.6K	Buy	8,565 +3,851	+82%	+$30.7K	﹤0.01%	1428
2024 Q4	$37.4K	Buy	4,714 +3,726	+377%	+$30K	﹤0.01%	1726
2024 Q3	$7.97K	Hold	988	–	–	﹤0.01%	2363
2024 Q2	$7.44K	Hold	988	–	–	﹤0.01%	2349
2024 Q1	$7.1K	Hold	988	–	–	﹤0.01%	2254
2023 Q4	$6.68K	Buy	+988	New	+$6.28K	﹤0.01%	2151

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

Allworth Financial's JPC Position: Q2 2026 in Review

Allworth Financial increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 13% in Q2 2026, buying an estimated $23.2K and bringing the position to 26,244 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Allworth Financial first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Allworth Financial held 26,244 shares of Nuveen Preferred & Income Opportunities Fund worth $207K as of Q2 2026.
Allworth Financial bought 2,953 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $23.2K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1470 holding.
Allworth Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.