Catalina Capital Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Catalina Capital Group’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	$186K	Buy	24,627 +62	+0.3%	+$501	0.11%	161
2025 Q4	$199K	Buy	24,565 +128	+0.5%	+$1.04K	0.12%	148
2025 Q3	$200K	Hold	24,437	–	–	0.12%	145
2025 Q2	$196K	Hold	24,437	–	–	0.13%	143
2025 Q1	$195K	Hold	24,437	–	–	0.13%	160
2024 Q4	$192K	Hold	24,437	–	–	0.06%	309
2024 Q3	$197K	Sell	24,437 -14,992	-38%	-$116K	0.07%	300
2024 Q2	$295K	Hold	39,429	–	–	0.11%	190
2024 Q1	$283K	Hold	39,429	–	–	0.12%	185
2023 Q4	$267K	Buy	+39,429	New	+$251K	0.18%	103

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

Catalina Capital Group's JPC Position: Q1 2026 in Review

Catalina Capital Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.25% in Q1 2026, buying an estimated $501 and bringing the position to 24,627 shares worth $186K. The position accounts for 0.11% of the portfolio, ranked #161.

Catalina Capital Group first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $295K in Q2 2024. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Catalina Capital Group held 24,627 shares of Nuveen Preferred & Income Opportunities Fund worth $186K as of Q1 2026.
Catalina Capital Group bought 62 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $501.
Nuveen Preferred & Income Opportunities Fund made up 0.11% of Catalina Capital Group's portfolio in Q1 2026, its #161 holding.
Catalina Capital Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's Nuveen Preferred & Income Opportunities Fund position peaked at $295K in Q2 2024.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.