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

CoreCap 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
Q3 		$1.49M Sell
219,040
-3,658
-2% -$27.4K 0.04% 298
2026
Q2 		$1.75M Buy
222,698
+4,335
+2% +$34.1K 0.05% 270
2026
Q1 		$1.65M Sell
218,363
-3,981
-2% -$32.2K 0.06% 262
2025
Q4 		$1.8M Sell
222,344
-8,668
-4% -$70.4K 0.06% 262
2025
Q3 		$1.89M Sell
231,012
-6,772
-3% -$54.9K 0.07% 244
2025
Q2 		$1.91M Sell
237,784
-775
-0.3% -$6.01K 0.08% 223
2025
Q1 		$1.9M Sell
238,559
-575
-0.2% -$4.59K 0.08% 215
2024
Q4 		$1.88M Buy
239,134
+5,062
+2% +$40.7K 0.09% 221
2024
Q3 		$1.89M Sell
234,072
-338
-0.1% -$2.62K 0.09% 232
2024
Q2 		$1.75M Sell
234,410
-6,521
-3% -$46.8K 0.18% 115
2024
Q1 		$1.73M Sell
240,931
-23,784
-9% -$169K 0.09% 214
2023
Q4 		$1.79M Buy
264,715
+247,686
+1,454% +$1.58M 0.12% 175
2023
Q3 		$108K Hold
17,029
– – 0.01% 534
2023
Q2 		$110K Buy
+17,029
New +$108K 0.01% 559
2022
Q4 		$139K Buy
19,049
+417
+2% +$3.02K 0.01% 621
2022
Q3 		$129K Hold
18,632
– – 0.01% 509
2022
Q2 		$143K Hold
18,632
– – 0.01% 593
2022
Q1 		$160K Sell
18,632
-6,146
-25% -$54.6K 0.01% 517
2021
Q4 		$242K Buy
+24,778
New +$240K 0.02% 489

Other funds holding JPC

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
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 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

CoreCap Advisors's JPC Position: Q3 2026 in Review

CoreCap Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.6% in Q3 2026, selling an estimated $27.4K and leaving 219,040 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #298.

CoreCap Advisors first reported a position in JPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q2 2025. 12 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • CoreCap Advisors held 219,040 shares of Nuveen Preferred & Income Opportunities Fund worth $1.49M as of Q3 2026.
  • CoreCap Advisors sold 3,658 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $27.4K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #298 holding.
  • CoreCap Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $1.91M in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.