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

EverSource Wealth 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	$131K	Hold	16,645	–	–	﹤0.01%	1234
2026 Q1	$126K	Hold	16,645	–	–	﹤0.01%	1295
2025 Q4	$135K	Hold	16,645	–	–	0.01%	1160
2025 Q3	$136K	Hold	16,645	–	–	0.01%	1106
2025 Q2	$133K	Hold	16,645	–	–	0.01%	1053
2025 Q1	$132K	Hold	16,645	–	–	0.01%	810
2024 Q4	$131K	Hold	16,645	–	–	0.01%	823
2024 Q3	$134K	Buy	16,645 +2,500	+18%	+$19.4K	0.01%	697
2024 Q2	$109K	Buy	14,145 +7,500	+113%	+$53.9K	0.01%	762
2024 Q1	$46.8K	Sell	6,645 -829	-11%	-$5.88K	﹤0.01%	1011
2023 Q4	$50.5K	Buy	+7,474	New	+$47.5K	﹤0.01%	895
2023 Q3	–	Sell	-16	Closed	-$104	–	2588
2023 Q2	$104	Hold	16	–	–	﹤0.01%	2442
2023 Q1	$105	Hold	16	–	–	﹤0.01%	2332
2022 Q4	$116	Hold	16	–	–	﹤0.01%	2276
2022 Q3	$0	Buy	+16	New	+$125	﹤0.01%	2046

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

EverSource Wealth Advisors's JPC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 16,645 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

EverSource Wealth Advisors first reported a position in JPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $136K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

EverSource Wealth Advisors held 16,645 shares of Nuveen Preferred & Income Opportunities Fund worth $131K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1234 holding.
EverSource Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $136K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.