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

CBIZ 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	$656	Hold	87	–	–	﹤0.01%	394
2026 Q1	$656	Hold	87	–	–	﹤0.01%	394
2025 Q4	$706	Buy	+87	New	+$707	﹤0.01%	725
2024 Q4	–	Sell	-87	Closed	-$702	–	492
2024 Q3	$702	Hold	87	–	–	﹤0.01%	376
2024 Q2	$650	Hold	87	–	–	﹤0.01%	379
2024 Q1	$626	Buy	+87	New	+$617	﹤0.01%	336

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

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

CBIZ Investment Advisory Services held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 87 shares worth $656. The position accounts for ﹤0.01% of the portfolio, ranked #394.

CBIZ Investment Advisory Services first reported a position in JPC in Q1 2024 and has held it in 6 quarters since. The position peaked at $706 in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

CBIZ Investment Advisory Services held 87 shares of Nuveen Preferred & Income Opportunities Fund worth $656 as of Q2 2026.
CBIZ 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 CBIZ Investment Advisory Services's portfolio in Q2 2026, its #394 holding.
CBIZ Investment Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 6 quarters since.
CBIZ Investment Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $706 in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.