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Greatmark Investment Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Greatmark Investment 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 		$7.67M Sell
973,962
-11,898
-1% -$93.6K 0.85% 33
2026
Q1 		$7.43M Sell
985,860
-16,732
-2% -$135K 0.87% 33
2025
Q4 		$8.13M Sell
1,002,592
-4,313
-0.4% -$35K 0.96% 32
2025
Q3 		$8.26M Sell
1,006,905
-4,810
-0.5% -$39K 0.99% 31
2025
Q2 		$8.11M Buy
1,011,715
+13,150
+1% +$102K 1.02% 30
2025
Q1 		$7.95M Buy
998,565
+4,555
+0.5% +$36.3K 1.08% 29
2024
Q4 		$7.81M Sell
994,010
-28,232
-3% -$227K 1.06% 28
2024
Q3 		$8.25M Sell
1,022,242
-7,854
-0.8% -$60.9K 1.12% 28
2024
Q2 		$7.69M Buy
1,030,096
+62,860
+6% +$452K 1.12% 29
2024
Q1 		$6.95M Buy
967,236
+104,523
+12% +$742K 0.99% 33
2023
Q4 		$5.83M Buy
+862,713
New +$5.49M 0.91% 33

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
GC
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

Greatmark Investment Partners's JPC Position: Q2 2026 in Review

Greatmark Investment Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.2% in Q2 2026, selling an estimated $93.6K and leaving 973,962 shares worth $7.67M. The position accounts for 0.85% of the portfolio, ranked #33.

Greatmark Investment Partners first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.26M in Q3 2025. 330 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Greatmark Investment Partners held 973,962 shares of Nuveen Preferred & Income Opportunities Fund worth $7.67M as of Q2 2026.
  • Greatmark Investment Partners sold 11,898 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $93.6K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.85% of Greatmark Investment Partners's portfolio in Q2 2026, its #33 holding.
  • Greatmark Investment Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • Greatmark Investment Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $8.26M in Q3 2025.
  • 330 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.