Founders Financial Alliance’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Founders Financial Alliance’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	$190K	Buy	24,056 +39	+0.2%	+$307	0.03%	441
2026 Q1	$181K	Buy	24,017 +909	+4%	+$7.35K	0.03%	398
2025 Q4	$187K	Buy	23,108 +2,392	+12%	+$19.4K	0.04%	356
2025 Q3	$170K	Buy	20,716 +7,508	+57%	+$60.9K	0.03%	387
2025 Q2	$106K	Hold	13,208	–	–	0.02%	347
2025 Q1	$105K	Buy	+13,208	New	+$105K	0.03%	383

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

Founders Financial Alliance's JPC Position: Q2 2026 in Review

Founders Financial Alliance increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.16% in Q2 2026, buying an estimated $307 and bringing the position to 24,056 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #441.

Founders Financial Alliance first reported a position in JPC in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Founders Financial Alliance held 24,056 shares of Nuveen Preferred & Income Opportunities Fund worth $190K as of Q2 2026.
Founders Financial Alliance bought 39 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $307.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #441 holding.
Founders Financial Alliance first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.