Beacon Financial Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Beacon Financial Advisory’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	$109K	Buy	13,814 +109	+0.8%	+$857	0.02%	417
2026 Q1	$103K	Buy	13,705 +33	+0.2%	+$267	0.02%	400
2025 Q4	$111K	Buy	13,672 +70	+0.5%	+$569	0.03%	367
2025 Q3	$112K	Buy	13,602 +318	+2%	+$2.58K	0.03%	377
2025 Q2	$107K	Buy	13,284 +52	+0.4%	+$403	0.03%	347
2025 Q1	$105K	Buy	13,232 +34	+0.3%	+$271	0.03%	325
2024 Q4	$104K	Buy	13,198 +2,007	+18%	+$16.1K	0.03%	295
2024 Q3	$90.3K	Buy	11,191 +20	+0.2%	+$155	0.03%	293
2024 Q2	$83.4K	Buy	11,171 +30	+0.3%	+$215	0.03%	286
2024 Q1	$80.1K	Hold	11,141	–	–	0.04%	237
2023 Q4	$75.3K	Buy	+11,141	New	+$70.9K	0.04%	244

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

Beacon Financial Advisory's JPC Position: Q2 2026 in Review

Beacon Financial Advisory increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.8% in Q2 2026, buying an estimated $857 and bringing the position to 13,814 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #417.

Beacon Financial Advisory first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $112K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Beacon Financial Advisory held 13,814 shares of Nuveen Preferred & Income Opportunities Fund worth $109K as of Q2 2026.
Beacon Financial Advisory bought 109 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $857.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of Beacon Financial Advisory's portfolio in Q2 2026, its #417 holding.
Beacon Financial Advisory first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Beacon Financial Advisory's Nuveen Preferred & Income Opportunities Fund position peaked at $112K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.