Ameritas Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$450K Buy
57,103
+14,892
+35% +$117K 0.01% 829
2026
Q1
$318K Hold
42,211
0.01% 742
2025
Q4
$342K Sell
42,211
-15,589
-27% -$127K 0.01% 712
2025
Q3
$474K Buy
57,800
+3,649
+7% +$29.6K 0.03% 407
2025
Q2
$434K Buy
54,151
+3,975
+8% +$30.8K 0.02% 536
2025
Q1
$394K Hold
50,176
0.02% 624
2024
Q4
$394K Buy
50,176
+3,124
+7% +$25.1K 0.01% 645
2024
Q3
$380K Sell
47,052
-2,658
-5% -$20.6K 0.02% 613
2024
Q2
$371K Sell
49,710
-858
-2% -$6.16K 0.01% 668
2024
Q1
$362K Buy
+50,568
New +$359K 0.01% 648
2023
Q4
Sell
-30,004
Closed -$182K 779
2023
Q3
$182K Buy
30,004
+9,100
+44% +$58.8K 0.01% 761
2023
Q2
$134K Sell
20,904
-1,440
-6% -$9.13K 0.02% 526
2023
Q1
$147K Sell
22,344
-17,280
-44% -$126K 0.01% 867
2022
Q4
$288K Buy
39,624
+16,797
+74% +$122K 0.01% 727
2022
Q3
$159K Hold
22,827
0.01% 727
2022
Q2
$175K Sell
22,827
-7,547
-25% -$60.2K 0.01% 763
2022
Q1
$261K Buy
30,374
+1,572
+5% +$14K 0.01% 709
2021
Q4
$281K Buy
+28,802
New +$279K 0.01% 668

Other funds holding JPC

Ameritas Advisory Services's JPC Position: Q2 2026 in Review

Ameritas Advisory Services increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 35% in Q2 2026, buying an estimated $117K and bringing the position to 57,103 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #829.

Ameritas Advisory Services first reported a position in JPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $474K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Ameritas Advisory Services held 57,103 shares of Nuveen Preferred & Income Opportunities Fund worth $450K as of Q2 2026.
  • Ameritas Advisory Services bought 14,892 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $117K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #829 holding.
  • Ameritas Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $474K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.