Cary Street Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cary Street Partners’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	$1.08M	Hold	137,079	–	–	0.02%	483
2026 Q1	$1.03M	Buy	137,079 +6,551	+5%	+$53K	0.03%	437
2025 Q4	$1.06M	Buy	130,528 +3,500	+3%	+$28.4K	0.03%	427
2025 Q3	$1.04M	Buy	127,028 +24,666	+24%	+$200K	0.03%	410
2025 Q2	$821K	Sell	102,362 -550	-0.5%	-$4.26K	0.02%	448
2025 Q1	$819K	Sell	102,912 -647	-0.6%	-$5.16K	0.03%	431
2024 Q4	$814K	Buy	+103,559	New	+$833K	0.03%	420

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

Cary Street Partners's JPC Position: Q2 2026 in Review

Cary Street Partners held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 137,079 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #483.

Cary Street Partners first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Cary Street Partners held 137,079 shares of Nuveen Preferred & Income Opportunities Fund worth $1.08M as of Q2 2026.
Cary Street Partners left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #483 holding.
Cary Street Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.