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

Cottage Street 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	$400K	Buy	50,771 +972	+2%	+$7.64K	0.15%	97
2026 Q1	$375K	Buy	49,799 +17	+0%	+$137	0.16%	93
2025 Q4	$404K	Sell	49,782 -22,108	-31%	-$180K	0.17%	82
2025 Q3	$589K	Buy	+71,890	New	+$583K	0.25%	71

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

Cottage Street Advisors's JPC Position: Q2 2026 in Review

Cottage Street Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2% in Q2 2026, buying an estimated $7.64K and bringing the position to 50,771 shares worth $400K. The position accounts for 0.15% of the portfolio, ranked #97.

Cottage Street Advisors first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $589K in Q3 2025. 147 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Cottage Street Advisors held 50,771 shares of Nuveen Preferred & Income Opportunities Fund worth $400K as of Q2 2026.
Cottage Street Advisors bought 972 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $7.64K.
Nuveen Preferred & Income Opportunities Fund made up 0.15% of Cottage Street Advisors's portfolio in Q2 2026, its #97 holding.
Cottage Street Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
Cottage Street Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $589K in Q3 2025.
147 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.