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

Elevate Capital 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 Q1	–	Sell	-35,311	Closed	-$286K	–	80
2025 Q4	$286K	Buy	35,311 +729	+2%	+$5.92K	0.19%	73
2025 Q3	$284K	Buy	34,582 +18,891	+120%	+$153K	0.2%	66
2025 Q2	$126K	Buy	15,691 +391	+3%	+$3.03K	0.1%	66
2025 Q1	$122K	Buy	+15,300	New	+$122K	0.11%	58

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Elevate Capital Advisors's JPC Position: Q1 2026 in Review

Elevate Capital Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 35,311 shares — an estimated $286K sold.

Elevate Capital Advisors first reported a position in JPC in Q1 2025 and held it in 4 quarters. The position peaked at $286K in Q4 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Elevate Capital Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Elevate Capital Advisors sold 35,311 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $286K.
Elevate Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and held it in 4 quarters.
Elevate Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $286K in Q4 2025.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.