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Client 1st Advisory Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Client 1st Advisory Group’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
Q1 		– Sell
-12,721
Closed -$103K – 148
2025
Q4 		$103K Buy
+12,721
New +$103K 0.03% 142

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Client 1st Advisory Group's JPC Position: Q1 2026 in Review

Client 1st Advisory Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 12,721 shares — an estimated $103K sold.

Client 1st Advisory Group first reported a position in JPC in Q4 2025 and held it in 1 quarter. The position peaked at $103K in Q4 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Client 1st Advisory Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 12,721 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $103K.
  • Client 1st Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Client 1st Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $103K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Client 1st Advisory Group's 13F filing for Q1 2026, filed 15 Apr 2026.