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D.A. Davidson & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

D.A. Davidson & Co’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 		$245K Sell
31,089
-1,980
-6% -$15.6K ﹤0.01% 1459
2026
Q1 		$249K Sell
33,069
-3,725
-10% -$30.1K ﹤0.01% 1413
2025
Q4 		$298K Sell
36,794
-9,963
-21% -$80.9K ﹤0.01% 1314
2025
Q3 		$383K Buy
46,757
+26,299
+129% +$213K ﹤0.01% 1228
2025
Q2 		$164K Buy
20,458
+1,634
+9% +$12.7K ﹤0.01% 1385
2025
Q1 		$150K Sell
18,824
-66
-0.3% -$527 ﹤0.01% 1353
2024
Q4 		$148K Buy
18,890
+2,632
+16% +$21.2K ﹤0.01% 1360
2024
Q3 		$131K Sell
16,258
-700
-4% -$5.43K ﹤0.01% 1332
2024
Q2 		$127K Sell
16,958
-6,605
-28% -$47.4K ﹤0.01% 1315
2024
Q1 		$169K Sell
23,563
-3,033
-11% -$21.5K ﹤0.01% 1306
2023
Q4 		$180K Buy
+26,596
New +$169K ﹤0.01% 1272
2022
Q1 		– Sell
-21,183
Closed -$206K – 1308
2021
Q4 		$206K Buy
21,183
+191
+0.9% +$1.85K ﹤0.01% 1185
2021
Q3 		$208K Buy
+20,992
New +$209K ﹤0.01% 1140
2017
Q3 		– Sell
-2,501
Closed -$26K – 1565
2017
Q2 		$26K Buy
+2,501
New +$25.4K ﹤0.01% 1745
2017
Q1 		– Sell
-664
Closed -$6K – 2412
2016
Q4 		$6K Hold
664
– – ﹤0.01% 2219
2016
Q3 		$6K Buy
+664
New +$6.83K ﹤0.01% 2154

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

D.A. Davidson & Co's JPC Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 6% in Q2 2026, selling an estimated $15.6K and leaving 31,089 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

D.A. Davidson & Co first reported a position in JPC in Q3 2016 and has held it in 16 quarters since. The position peaked at $383K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • D.A. Davidson & Co held 31,089 shares of Nuveen Preferred & Income Opportunities Fund worth $245K as of Q2 2026.
  • D.A. Davidson & Co sold 1,980 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $15.6K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1459 holding.
  • D.A. Davidson & Co first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2016 and has held it in 16 quarters since.
  • D.A. Davidson & Co's Nuveen Preferred & Income Opportunities Fund position peaked at $383K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.