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

Farther Finance 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	$223K	Sell	28,264 -202	-0.7%	-$1.59K	﹤0.01%	2168
2026 Q1	$222K	Buy	28,466 +6,766	+31%	+$54.7K	﹤0.01%	1951
2025 Q4	$176K	Sell	21,700 -8,671	-29%	-$70.4K	﹤0.01%	1992
2025 Q3	$249K	Buy	30,371 +17,829	+142%	+$145K	﹤0.01%	1485
2025 Q2	$101K	Buy	12,542 +145	+1%	+$1.12K	﹤0.01%	1763
2025 Q1	$98.4K	Buy	12,397 +9,747	+368%	+$77.8K	﹤0.01%	1554
2024 Q4	$20.8K	Buy	2,650 +1	+0%	+$8	﹤0.01%	2059
2024 Q3	$21.4K	Sell	2,649 -988	-27%	-$7.67K	﹤0.01%	2049
2024 Q2	$27.1K	Buy	+3,637	New	+$26.1K	﹤0.01%	1661

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

Farther Finance Advisors's JPC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.71% in Q2 2026, selling an estimated $1.59K and leaving 28,264 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Farther Finance Advisors first reported a position in JPC in Q2 2024 and has held it in 9 quarters since. The position peaked at $249K in Q3 2025. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Farther Finance Advisors held 28,264 shares of Nuveen Preferred & Income Opportunities Fund worth $223K as of Q2 2026.
Farther Finance Advisors sold 202 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.59K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2168 holding.
Farther Finance Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $249K in Q3 2025.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.