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BFC Planning, Inc.’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

BFC Planning, 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 		$56.4K Buy
7,163
+3,400
+90% +$26.7K ﹤0.01% 1493
2026
Q1 		$28.4K Sell
3,763
-1,977
-34% -$16K ﹤0.01% 1564
2025
Q4 		$46.6K Buy
5,740
+750
+15% +$6.09K ﹤0.01% 1400
2025
Q3 		$40.9K Buy
4,990
+430
+9% +$3.49K ﹤0.01% 1269
2025
Q2 		$36.6K Sell
4,560
-4,000
-47% -$31K ﹤0.01% 1240
2025
Q1 		$68.1K Sell
8,560
-1,587
-16% -$12.7K 0.01% 989
2024
Q4 		$79.8K Buy
+10,147
New +$81.6K 0.01% 951

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BFC Planning, Inc.'s JPC Position: Q2 2026 in Review

BFC Planning, Inc. increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 90% in Q2 2026, buying an estimated $26.7K and bringing the position to 7,163 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

BFC Planning, Inc. first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.8K in Q4 2024. 333 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • BFC Planning, Inc. held 7,163 shares of Nuveen Preferred & Income Opportunities Fund worth $56.4K as of Q2 2026.
  • BFC Planning, Inc. bought 3,400 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $26.7K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1493 holding.
  • BFC Planning, Inc. first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Nuveen Preferred & Income Opportunities Fund position peaked at $79.8K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.