Arkadios Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Arkadios Wealth Advisors’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	–	Sell	-32,979	Closed	-$249K	–	1830
2026 Q1	$249K	Buy	+32,979	New	+$267K	﹤0.01%	1463
2025 Q4	–	Sell	-10,687	Closed	-$87.6K	–	1618
2025 Q3	$87.6K	Buy	+10,687	New	+$86.7K	﹤0.01%	1413
2021 Q4	–	Sell	-577	Closed	-$5K	–	1208
2021 Q3	$5K	Sell	577 -4,353	-88%	-$43.4K	﹤0.01%	1598
2021 Q2	$49K	Buy	4,930 +3,970	+414%	+$38.7K	0.01%	937
2021 Q1	$9K	Sell	960 -398	-29%	-$3.67K	﹤0.01%	1224
2020 Q4	$12K	Buy	+1,358	New	+$12.1K	﹤0.01%	908

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

Arkadios Wealth Advisors's JPC Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 32,979 shares — an estimated $249K sold.

Arkadios Wealth Advisors first reported a position in JPC in Q4 2020 and held it in 6 quarters. The position peaked at $249K in Q1 2026. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 32,979 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $249K.
Arkadios Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $249K in Q1 2026.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.