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Closed-End Fund Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Closed-End Fund 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 		$195K Hold
24,785
– – 0.19% 132
2026
Q1 		$187K Hold
24,785
– – 0.19% 131
2025
Q4 		$201K Buy
+24,785
New +$201K 0.12% 141

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

Closed-End Fund Advisors's JPC Position: Q2 2026 in Review

Closed-End Fund Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 24,785 shares worth $195K. The position accounts for 0.19% of the portfolio, ranked #132.

Closed-End Fund Advisors first reported a position in JPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $201K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Closed-End Fund Advisors held 24,785 shares of Nuveen Preferred & Income Opportunities Fund worth $195K as of Q2 2026.
  • Closed-End Fund Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.19% of Closed-End Fund Advisors's portfolio in Q2 2026, its #132 holding.
  • Closed-End Fund Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Closed-End Fund Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $201K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Closed-End Fund Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.