Cetera Investment Advisers
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Cetera Investment Advisers’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cetera Investment Advisers’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 		$6.57M Buy
833,198
+29,858
+4% +$235K 0.01% 1420
2026
Q1 		$6.06M Buy
803,340
+70,033
+10% +$566K 0.01% 1376
2025
Q4 		$5.95M Buy
733,307
+112,236
+18% +$912K 0.01% 1344
2025
Q3 		$5.09M Buy
621,071
+150,548
+32% +$1.22M 0.01% 1396
2025
Q2 		$3.77M Buy
470,523
+8,053
+2% +$62.4K 0.01% 1374
2025
Q1 		$3.68M Buy
462,470
+10,095
+2% +$80.6K 0.01% 1310
2024
Q4 		$3.56M Buy
452,375
+30,140
+7% +$242K 0.01% 1250
2024
Q3 		$3.41M Buy
422,235
+23,296
+6% +$181K 0.01% 1234
2024
Q2 		$2.98M Buy
398,939
+53,543
+16% +$385K 0.01% 1284
2024
Q1 		$2.48M Buy
345,396
+215,668
+166% +$1.53M 0.01% 1407
2023
Q4 		$877K Buy
129,728
+110,770
+584% +$705K 0.01% 1174
2023
Q3 		$120K Buy
18,958
+4,591
+32% +$29.6K ﹤0.01% 2072
2023
Q2 		$93.1K Sell
14,367
-3,388
-19% -$21.5K ﹤0.01% 2096
2023
Q1 		$117K Buy
17,755
+1,458
+9% +$10.7K ﹤0.01% 2046
2022
Q4 		$119K Buy
16,297
+3,853
+31% +$28K ﹤0.01% 1977
2022
Q3 		$86K Sell
12,444
-4,210
-25% -$32.9K ﹤0.01% 1595
2022
Q2 		$127K Buy
16,654
+2,516
+18% +$20.1K ﹤0.01% 1719
2022
Q1 		$121K Sell
14,138
-4,930
-26% -$43.8K ﹤0.01% 1784
2021
Q4 		$186K Sell
19,068
-13,677
-42% -$132K ﹤0.01% 1751
2021
Q3 		$324K Buy
32,745
+3,893
+13% +$38.8K 0.01% 1389
2021
Q2 		$288K Buy
28,852
+6,887
+31% +$67.1K ﹤0.01% 1438
2021
Q1 		$208K Buy
21,965
+8,336
+61% +$76.9K ﹤0.01% 1461
2020
Q4 		$129K Buy
+13,629
New +$121K ﹤0.01% 1507

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers's JPC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 3.7% in Q2 2026, buying an estimated $235K and bringing the position to 833,198 shares worth $6.57M. The position accounts for 0.01% of the portfolio, ranked #1420.

Cetera Investment Advisers first reported a position in JPC in Q4 2020 and has held it in 23 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Cetera Investment Advisers held 833,198 shares of Nuveen Preferred & Income Opportunities Fund worth $6.57M as of Q2 2026.
  • Cetera Investment Advisers bought 29,858 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $235K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1420 holding.
  • Cetera Investment Advisers first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 23 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.