Citizens National Bank Trust Department’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Citizens National Bank Trust Department’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	$11K	Hold	1,400	–	–	﹤0.01%	335
2026 Q1	$10.6K	Hold	1,400	–	–	﹤0.01%	335
2025 Q4	$11.4K	Hold	1,400	–	–	﹤0.01%	326
2025 Q3	$11.5K	Hold	1,400	–	–	﹤0.01%	340
2025 Q2	$11.2K	Hold	1,400	–	–	﹤0.01%	332
2025 Q1	$11.1K	Hold	1,400	–	–	﹤0.01%	336
2024 Q4	$11K	Hold	1,400	–	–	﹤0.01%	301
2024 Q3	$11.3K	Hold	1,400	–	–	﹤0.01%	295
2024 Q2	$10.5K	Hold	1,400	–	–	﹤0.01%	300
2024 Q1	$10.1K	Hold	1,400	–	–	﹤0.01%	293
2023 Q4	$9.46K	Hold	1,400	–	–	﹤0.01%	280
2023 Q3	$8.86K	Hold	1,400	–	–	﹤0.01%	284
2023 Q2	$9.07K	Hold	1,400	–	–	﹤0.01%	286
2023 Q1	$9.21K	Hold	1,400	–	–	﹤0.01%	276
2022 Q4	$10K	Hold	1,400	–	–	﹤0.01%	274
2022 Q3	$10K	Hold	1,400	–	–	﹤0.01%	271
2022 Q2	$11K	Hold	1,400	–	–	﹤0.01%	280
2022 Q1	$11K	Hold	1,400	–	–	﹤0.01%	260
2021 Q4	$14K	Buy	+1,400	New	+$13.5K	0.01%	254

Other funds holding JPC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Citizens National Bank Trust Department's JPC Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 1,400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Citizens National Bank Trust Department first reported a position in JPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $14K in Q4 2021. 147 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Citizens National Bank Trust Department held 1,400 shares of Nuveen Preferred & Income Opportunities Fund worth $11K as of Q2 2026.
Citizens National Bank Trust Department left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #335 holding.
Citizens National Bank Trust Department first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
Citizens National Bank Trust Department's Nuveen Preferred & Income Opportunities Fund position peaked at $14K in Q4 2021.
147 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.