Beacon Pointe Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Beacon Pointe 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	$126K	Buy	16,035 +3,259	+26%	+$25.6K	﹤0.01%	1852
2026 Q1	$96.3K	Buy	+12,776	New	+$103K	﹤0.01%	1786
2025 Q3	–	Sell	-11,059	Closed	-$88.7K	–	1463
2025 Q2	$88.7K	Sell	11,059 -800	-7%	-$6.2K	﹤0.01%	1226
2025 Q1	$94.4K	Hold	11,859	–	–	﹤0.01%	1187
2024 Q4	$93.2K	Buy	+11,859	New	+$95.4K	﹤0.01%	1178
2024 Q3	–	Sell	-20,793	Closed	-$155K	–	1264
2024 Q2	$155K	Sell	20,793 -7,046	-25%	-$50.6K	﹤0.01%	1206
2024 Q1	$200K	Buy	27,839 +10,396	+60%	+$73.8K	﹤0.01%	1268
2023 Q4	$118K	Buy	17,443 +2,902	+20%	+$18.5K	﹤0.01%	1270
2023 Q3	$92K	Buy	14,541 +200	+1%	+$1.29K	﹤0.01%	1287
2023 Q2	$92.9K	Hold	14,341	–	–	﹤0.01%	1054
2023 Q1	$94.4K	Hold	14,341	–	–	﹤0.01%	1103
2022 Q4	$104K	Sell	14,341 -732	-5%	-$5.31K	﹤0.01%	1023
2022 Q3	$105K	Buy	+15,073	New	+$118K	﹤0.01%	960

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 Pointe Advisors's JPC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 26% in Q2 2026, buying an estimated $25.6K and bringing the position to 16,035 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Beacon Pointe Advisors first reported a position in JPC in Q3 2022 and has held it in 13 quarters since. The position peaked at $200K in Q1 2024. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Beacon Pointe Advisors held 16,035 shares of Nuveen Preferred & Income Opportunities Fund worth $126K as of Q2 2026.
Beacon Pointe Advisors bought 3,259 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $25.6K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1852 holding.
Beacon Pointe Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2022 and has held it in 13 quarters since.
Beacon Pointe Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $200K in Q1 2024.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.