AmeriFlex Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

AmeriFlex Group’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	$52.5K	Hold	6,668	–	–	0.02%	488
2026 Q1	$50.3K	Sell	6,668 -2,348	-26%	-$19K	0.03%	421
2025 Q4	$73.1K	Sell	9,016 -9,016	-50%	-$73.2K	0.04%	346
2025 Q3	$148K	Buy	18,032 +9,016	+100%	+$73.1K	0.06%	263
2025 Q2	$71.9K	Hold	9,016	–	–	0.04%	311
2025 Q1	$71.8K	Sell	9,016 -2,443	-21%	-$19.5K	0.03%	399
2024 Q4	$91.2K	Buy	+11,459	New	+$92.2K	0.04%	316

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

AmeriFlex Group's JPC Position: Q2 2026 in Review

AmeriFlex Group held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 6,668 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #488.

AmeriFlex Group first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $148K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

AmeriFlex Group held 6,668 shares of Nuveen Preferred & Income Opportunities Fund worth $52.5K as of Q2 2026.
AmeriFlex Group left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #488 holding.
AmeriFlex Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Nuveen Preferred & Income Opportunities Fund position peaked at $148K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.