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Caldwell Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Caldwell Trust’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 		$5.27K Hold
669
– – ﹤0.01% 724
2026
Q1 		$5.04K Hold
669
– – ﹤0.01% 711
2025
Q4 		$5.43K Hold
669
– – ﹤0.01% 691
2025
Q3 		$5.49K Sell
669
-417
-38% -$3.38K ﹤0.01% 686
2025
Q2 		$8.71K Sell
1,086
-180
-14% -$1.4K ﹤0.01% 645
2025
Q1 		$10.1K Hold
1,266
– – ﹤0.01% 635
2024
Q4 		$9.95K Sell
1,266
-642
-34% -$5.16K ﹤0.01% 610
2024
Q3 		$15.4K Hold
1,908
– – ﹤0.01% 578
2024
Q2 		$14.3K Hold
1,908
– – ﹤0.01% 582
2024
Q1 		$13.7K Sell
1,908
-180
-9% -$1.28K ﹤0.01% 596
2023
Q4 		$14.1K Buy
2,088
+1,419
+212% +$9.03K ﹤0.01% 583
2023
Q3 		$4.24K Hold
669
– – ﹤0.01% 655
2023
Q2 		$4.33K Hold
669
– – ﹤0.01% 682
2023
Q1 		$4.4K Hold
669
– – ﹤0.01% 673
2022
Q4 		$4.87K Hold
669
– – ﹤0.01% 660
2022
Q3 		$4.65K Hold
669
– – ﹤0.01% 661
2022
Q2 		$5.12K Hold
669
– – ﹤0.01% 676
2022
Q1 		$5.74K Hold
669
– – ﹤0.01% 678
2021
Q4 		$6.53K Hold
669
– – ﹤0.01% 662
2021
Q3 		$6.62K Hold
669
– – ﹤0.01% 657
2021
Q2 		$6.68K Hold
669
– – ﹤0.01% 663
2021
Q1 		$6.35K Hold
669
– – ﹤0.01% 660
2020
Q4 		$6.36K Hold
669
– – ﹤0.01% 654
2020
Q3 		$5.68K Hold
669
– – ﹤0.01% 654
2020
Q2 		$5.51K Hold
669
– – ﹤0.01% 684
2020
Q1 		$4.91K Hold
669
– – ﹤0.01% 698
2019
Q4 		$7K Buy
+669
New +$6.8K ﹤0.01% 713

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Caldwell Trust's JPC Position: Q2 2026 in Review

Caldwell Trust held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 669 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Caldwell Trust first reported a position in JPC in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.4K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Caldwell Trust held 669 shares of Nuveen Preferred & Income Opportunities Fund worth $5.27K as of Q2 2026.
  • Caldwell Trust left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #724 holding.
  • Caldwell Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $15.4K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.