Gill Capital Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Gill Capital Partners’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	$164K	Hold	20,874	–	–	0.04%	162
2026 Q1	$157K	Sell	20,874 -1,874	-8%	-$15.1K	0.05%	154
2025 Q4	$184K	Sell	22,748 -2,874	-11%	-$23.3K	0.06%	133
2025 Q3	$210K	Buy	25,622 +11,130	+77%	+$90.3K	0.06%	127
2025 Q2	$116K	Sell	14,492 -255	-2%	-$1.98K	0.04%	144
2025 Q1	$117K	Hold	14,747	–	–	0.04%	136
2024 Q4	$116K	Hold	14,747	–	–	0.04%	133
2024 Q3	$119K	Sell	14,747 -988	-6%	-$7.67K	0.04%	128
2024 Q2	$118K	Hold	15,735	–	–	0.05%	121
2024 Q1	$111K	Hold	15,735	–	–	0.04%	120
2023 Q4	$106K	Buy	+15,735	New	+$100K	0.04%	124

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

Gill Capital Partners's JPC Position: Q2 2026 in Review

Gill Capital Partners held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 20,874 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #162.

Gill Capital Partners first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $210K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Gill Capital Partners held 20,874 shares of Nuveen Preferred & Income Opportunities Fund worth $164K as of Q2 2026.
Gill Capital Partners left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of Gill Capital Partners's portfolio in Q2 2026, its #162 holding.
Gill Capital Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Gill Capital Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $210K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.