Alpha Cubed Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$131K	Sell	16,109 -667	-4%	-$5.42K	﹤0.01%	290
2025 Q3	$138K	Buy	16,776 +877	+6%	+$7.11K	﹤0.01%	289
2025 Q2	$128K	Hold	15,899	–	–	﹤0.01%	287
2025 Q1	$127K	Hold	15,899	–	–	0.01%	291
2024 Q4	$125K	Hold	15,899	–	–	0.01%	257
2024 Q3	$128K	Hold	15,899	–	–	0.01%	259
2024 Q2	$119K	Hold	15,899	–	–	0.01%	280
2024 Q1	$114K	Hold	15,899	–	–	0.01%	283
2023 Q4	$107K	Buy	+15,899	New	+$101K	0.01%	268

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Alpha Cubed Investments's JPC Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4% in Q4 2025, selling an estimated $5.42K and leaving 16,109 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Alpha Cubed Investments first reported a position in JPC in Q4 2023 and has held it in 9 quarters since. The position peaked at $138K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

Alpha Cubed Investments held 16,109 shares of Nuveen Preferred & Income Opportunities Fund worth $131K as of Q4 2025.
Alpha Cubed Investments sold 667 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $5.42K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #290 holding.
Alpha Cubed Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 9 quarters since.
Alpha Cubed Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $138K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.