Fund Advisors of America Inc’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Fund Advisors of America Inc’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	$259K	Buy	32,903 +700	+2%	+$5.5K	0.24%	93
2026 Q1	$243K	Sell	32,203 -651	-2%	-$5.26K	0.25%	93
2025 Q4	$266K	Buy	+32,854	New	+$267K	0.24%	95

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fund Advisors of America Inc's JPC Position: Q2 2026 in Review

Fund Advisors of America Inc increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.2% in Q2 2026, buying an estimated $5.5K and bringing the position to 32,903 shares worth $259K. The position accounts for 0.24% of the portfolio, ranked #93.

Fund Advisors of America Inc first reported a position in JPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q4 2025. 319 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Fund Advisors of America Inc held 32,903 shares of Nuveen Preferred & Income Opportunities Fund worth $259K as of Q2 2026.
Fund Advisors of America Inc bought 700 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $5.5K.
Nuveen Preferred & Income Opportunities Fund made up 0.24% of Fund Advisors of America Inc's portfolio in Q2 2026, its #93 holding.
Fund Advisors of America Inc first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
Fund Advisors of America Inc's Nuveen Preferred & Income Opportunities Fund position peaked at $266K in Q4 2025.
319 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.