CAPTRUST Financial Advisors
JPC icon

CAPTRUST Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

CAPTRUST Financial 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 		$12.2M Buy
1,552,780
+15,868
+1% +$125K 0.02% 518
2026
Q1 		$11.6M Buy
1,536,912
+325,573
+27% +$2.63M 0.02% 504
2025
Q4 		$9.82M Buy
1,211,339
+43,990
+4% +$357K 0.02% 490
2025
Q3 		$9.57M Buy
1,167,349
+74,691
+7% +$606K 0.02% 482
2025
Q2 		$8.76M Buy
1,092,658
+89,424
+9% +$693K 0.02% 487
2025
Q1 		$7.99M Buy
1,003,234
+99,252
+11% +$792K 0.02% 478
2024
Q4 		$7.11M Buy
903,982
+59,035
+7% +$475K 0.02% 456
2024
Q3 		$6.82M Buy
844,947
+136,709
+19% +$1.06M 0.02% 455
2024
Q2 		$5.29M Buy
708,238
+33,036
+5% +$237K 0.02% 499
2024
Q1 		$4.85M Buy
675,202
+89,054
+15% +$632K 0.02% 512
2023
Q4 		$3.96M Buy
586,148
+570,096
+3,552% +$3.63M 0.01% 635
2023
Q3 		$102K Buy
+16,052
New +$104K ﹤0.01% 2426
2014
Q3 		– Sell
-300
Closed -$3K – 103
2014
Q2 		$3K Sell
300
-300
-50% -$2.86K ﹤0.01% 147
2014
Q1 		$5K Buy
600
+300
+100% +$2.73K ﹤0.01% 164
2013
Q4 		$3K Hold
300
– – ﹤0.01% 180
2013
Q3 		$3K Hold
300
– – ﹤0.01% 156
2013
Q2 		$3K Buy
+300
New +$3.04K ﹤0.01% 177

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors's JPC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1% in Q2 2026, buying an estimated $125K and bringing the position to 1,552,780 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #518.

CAPTRUST Financial Advisors first reported a position in JPC in Q2 2013 and has held it in 17 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,552,780 shares of Nuveen Preferred & Income Opportunities Fund worth $12.2M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 15,868 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $125K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #518 holding.
  • CAPTRUST Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 17 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.