Arax Advisory Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Arax Advisory Partners’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	$544K	Buy	69,092 +55,370	+404%	+$435K	﹤0.01%	1587
2026 Q1	$103K	Sell	13,722 -1,000	-7%	-$8.08K	﹤0.01%	1365
2025 Q4	$119K	Hold	14,722	–	–	﹤0.01%	1257
2025 Q3	$121K	Sell	14,722 -871	-6%	-$7.06K	﹤0.01%	1466
2025 Q2	$125K	Buy	+15,593	New	+$121K	0.01%	837

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

Arax Advisory Partners's JPC Position: Q2 2026 in Review

Arax Advisory Partners increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 404% in Q2 2026, buying an estimated $435K and bringing the position to 69,092 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Arax Advisory Partners first reported a position in JPC in Q2 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Arax Advisory Partners held 69,092 shares of Nuveen Preferred & Income Opportunities Fund worth $544K as of Q2 2026.
Arax Advisory Partners bought 55,370 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $435K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1587 holding.
Arax Advisory Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.