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Capital Advisors Inc’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Capital Advisors Inc’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
Q1 		– Sell
-55,837
Closed -$453K – 370
2025
Q4 		$453K Buy
+55,837
New +$453K 0.01% 223

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Capital Advisors Inc's JPC Position: Q1 2026 in Review

Capital Advisors Inc sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 55,837 shares — an estimated $453K sold.

Capital Advisors Inc first reported a position in JPC in Q4 2025 and held it in 1 quarter. The position peaked at $453K in Q4 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Capital Advisors Inc reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 55,837 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $453K.
  • Capital Advisors Inc first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Capital Advisors Inc's Nuveen Preferred & Income Opportunities Fund position peaked at $453K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.