Capital Investment Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Capital Investment Advisory Services’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	$98.5K	Hold	12,498	–	–	0.01%	816
2026 Q1	$94.2K	Hold	12,498	–	–	0.01%	743
2025 Q4	$101K	Hold	12,498	–	–	0.01%	703
2025 Q3	$102K	Buy	+12,498	New	+$101K	0.01%	674
2019 Q4	–	Sell	-2,860	Closed	-$29K	–	921
2019 Q3	$29K	Hold	2,860	–	–	0.01%	696
2019 Q2	$28K	Buy	+2,860	New	+$27.6K	0.01%	691

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

Capital Investment Advisory Services's JPC Position: Q2 2026 in Review

Capital Investment Advisory Services held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 12,498 shares worth $98.5K. The position accounts for 0.01% of the portfolio, ranked #816.

Capital Investment Advisory Services first reported a position in JPC in Q2 2019 and has held it in 6 quarters since. The position peaked at $102K in Q3 2025. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Capital Investment Advisory Services held 12,498 shares of Nuveen Preferred & Income Opportunities Fund worth $98.5K as of Q2 2026.
Capital Investment Advisory Services left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #816 holding.
Capital Investment Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2019 and has held it in 6 quarters since.
Capital Investment Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $102K in Q3 2025.
331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.