CT
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Coastline Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Coastline Trust’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
Q3 		$82.8K Hold
12,143
– – 0.01% 228
2026
Q2 		$95.7K Hold
12,143
– – 0.01% 243
2026
Q1 		$91.6K Hold
12,143
– – 0.01% 240
2025
Q4 		$98.5K Hold
12,143
– – 0.01% 239
2025
Q3 		$99.6K Hold
12,143
– – 0.01% 228
2025
Q2 		$97.4K Hold
12,143
– – 0.01% 233
2025
Q1 		$96.7K Hold
12,143
– – 0.01% 228
2024
Q4 		$95.4K Buy
12,143
+2,000
+20% +$16.1K 0.01% 241
2024
Q3 		$81.9K Hold
10,143
– – 0.01% 258
2024
Q2 		$75.8K Hold
10,143
– – 0.01% 245
2024
Q1 		$72.9K Hold
10,143
– – 0.01% 243
2023
Q4 		$68.6K Buy
+10,143
New +$64.5K 0.01% 255

Other funds holding JPC

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust's JPC Position: Q3 2026 in Review

Coastline Trust held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 12,143 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #228.

Coastline Trust first reported a position in JPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $99.6K in Q3 2025. 12 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Coastline Trust held 12,143 shares of Nuveen Preferred & Income Opportunities Fund worth $82.8K as of Q3 2026.
  • Coastline Trust left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #228 holding.
  • Coastline Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
  • Coastline Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $99.6K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.