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

Concurrent Investment 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	$407K	Buy	51,605 +1,925	+4%	+$15.1K	﹤0.01%	1522
2026 Q1	$375K	Sell	49,680 -15	-0%	-$121	﹤0.01%	1368
2025 Q4	$403K	Buy	49,695 +479	+1%	+$3.89K	﹤0.01%	1241
2025 Q3	$404K	Buy	49,216 +14,685	+43%	+$119K	0.01%	1018
2025 Q2	$277K	Buy	34,531 +1,941	+6%	+$15K	0.01%	1098
2025 Q1	$259K	Buy	32,590 +5,089	+19%	+$40.6K	0.01%	995
2024 Q4	$216K	Buy	27,501 +1,248	+5%	+$10K	0.01%	963
2024 Q3	$212K	Sell	26,253 -1,841	-7%	-$14.3K	0.01%	926
2024 Q2	$210K	Buy	28,094 +789	+3%	+$5.67K	0.01%	863
2024 Q1	$196K	Sell	27,305 -2,635	-9%	-$18.7K	0.01%	809
2023 Q4	$202K	Buy	+29,940	New	+$190K	0.01%	769

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

Concurrent Investment Advisors's JPC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 3.9% in Q2 2026, buying an estimated $15.1K and bringing the position to 51,605 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Concurrent Investment Advisors first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Concurrent Investment Advisors held 51,605 shares of Nuveen Preferred & Income Opportunities Fund worth $407K as of Q2 2026.
Concurrent Investment Advisors bought 1,925 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $15.1K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1522 holding.
Concurrent Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
147 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.