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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$91.9K Buy
11,661
+210
+2% +$1.65K 0.01% 326
2026
Q1
$86.3K Buy
11,451
+131
+1% +$1.06K 0.01% 316
2025
Q4
$91.8K Buy
11,320
+269
+2% +$2.19K 0.01% 314
2025
Q3
$90.6K Buy
11,051
+201
+2% +$1.63K 0.01% 312
2025
Q2
$87K Buy
10,850
+203
+2% +$1.57K 0.01% 301
2025
Q1
$84.8K Buy
10,647
+129
+1% +$1.03K 0.01% 293
2024
Q4
$82.7K Buy
10,518
+252
+2% +$2.03K 0.01% 295
2024
Q3
$82.8K Buy
10,266
+191
+2% +$1.48K 0.01% 294
2024
Q2
$75.3K Buy
+10,075
New +$72.4K 0.01% 284
2019
Q2
Sell
-2,651
Closed -$25K 813
2019
Q1
$25K Buy
2,651
+53
+2% +$488 0.01% 408
2018
Q4
$22K Buy
2,598
+52
+2% +$459 0.01% 409
2018
Q3
$24K Buy
2,546
+49
+2% +$458 0.01% 412
2018
Q2
$23K Buy
2,497
+49
+2% +$481 0.01% 402
2018
Q1
$24K Buy
2,448
+47
+2% +$464 0.01% 371
2017
Q4
$24K Buy
+2,401
New +$25.1K 0.02% 337

Other funds holding JPC

Certified Advisory Corp's JPC Position: Q2 2026 in Review

Certified Advisory Corp increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.8% in Q2 2026, buying an estimated $1.65K and bringing the position to 11,661 shares worth $91.9K. The position accounts for 0.01% of the portfolio, ranked #326.

Certified Advisory Corp first reported a position in JPC in Q4 2017 and has held it in 15 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Certified Advisory Corp held 11,661 shares of Nuveen Preferred & Income Opportunities Fund worth $91.9K as of Q2 2026.
  • Certified Advisory Corp bought 210 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.65K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Certified Advisory Corp's portfolio in Q2 2026, its #326 holding.
  • Certified Advisory Corp first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2017 and has held it in 15 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.