Carson Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Carson Advisory’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	$328K	Hold	41,561	–	–	0.15%	136
2026 Q1	$313K	Sell	41,561 -3,500	-8%	-$28.3K	0.16%	130
2025 Q4	$365K	Sell	45,061 -800	-2%	-$6.5K	0.19%	108
2025 Q3	$376K	Hold	45,861	–	–	0.2%	104
2025 Q2	$368K	Sell	45,861 -4,000	-8%	-$31K	0.23%	101
2025 Q1	$397K	Buy	49,861 +2,428	+5%	+$19.4K	0.27%	87
2024 Q4	$373K	Sell	47,433 -8,205	-15%	-$66K	0.26%	91
2024 Q3	$449K	Buy	55,638 +18,128	+48%	+$141K	0.28%	87
2024 Q2	$280K	Buy	37,510 +3,800	+11%	+$27.3K	0.2%	124
2024 Q1	$242K	Buy	33,710 +14,400	+75%	+$102K	0.17%	140
2023 Q4	$131K	Buy	+19,310	New	+$123K	0.1%	155

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

Carson Advisory's JPC Position: Q2 2026 in Review

Carson Advisory held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 41,561 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #136.

Carson Advisory first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $449K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Carson Advisory held 41,561 shares of Nuveen Preferred & Income Opportunities Fund worth $328K as of Q2 2026.
Carson Advisory left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.15% of Carson Advisory's portfolio in Q2 2026, its #136 holding.
Carson Advisory first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Carson Advisory's Nuveen Preferred & Income Opportunities Fund position peaked at $449K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.