CA
JPC icon

Clearstead Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Clearstead Advisors’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 		$137K Buy
17,367
+411
+2% +$3.23K ﹤0.01% 1192
2026
Q1 		$128K Sell
16,956
-946
-5% -$7.65K ﹤0.01% 1086
2025
Q4 		$145K Buy
17,902
+564
+3% +$4.58K ﹤0.01% 1008
2025
Q3 		$142K Buy
17,338
+421
+2% +$3.42K ﹤0.01% 954
2025
Q2 		$136K Buy
16,917
+522
+3% +$4.05K ﹤0.01% 979
2025
Q1 		$131K Buy
16,395
+270
+2% +$2.15K ﹤0.01% 929
2024
Q4 		$127K Buy
16,125
+429
+3% +$3.45K ﹤0.01% 965
2024
Q3 		$127K Buy
15,696
+103
+0.7% +$799 ﹤0.01% 974
2024
Q2 		$116K Buy
+15,593
New +$112K ﹤0.01% 965
2024
Q1 		– Sell
-2,300
Closed -$15.5K – 1591
2023
Q4 		$15.5K Sell
2,300
-2,300
-50% -$14.6K ﹤0.01% 985
2023
Q3 		$29.1K Buy
+4,600
New +$29.7K ﹤0.01% 967

Other funds holding JPC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Clearstead Advisors's JPC Position: Q2 2026 in Review

Clearstead Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.4% in Q2 2026, buying an estimated $3.23K and bringing the position to 17,367 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Clearstead Advisors first reported a position in JPC in Q3 2023 and has held it in 11 quarters since. The position peaked at $145K in Q4 2025. 204 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Clearstead Advisors held 17,367 shares of Nuveen Preferred & Income Opportunities Fund worth $137K as of Q2 2026.
  • Clearstead Advisors bought 411 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $3.23K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1192 holding.
  • Clearstead Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and has held it in 11 quarters since.
  • Clearstead Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $145K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.