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Hazlett, Burt & Watson’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Hazlett, Burt & Watson’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 		$40K Buy
5,002
+59
+1% +$464 0.01% 496
2026
Q1 		$36K Sell
4,943
-23
-0.5% -$186 0.01% 502
2025
Q4 		$40K Buy
4,966
+79
+2% +$642 0.01% 481
2025
Q3 		$40K Buy
4,887
+59
+1% +$479 0.01% 455
2025
Q2 		$39K Buy
4,828
+249
+5% +$1.93K 0.02% 412
2025
Q1 		$37K Buy
4,579
+32
+0.7% +$255 0.02% 392
2024
Q4 		$37K Sell
4,547
-1,329
-23% -$10.7K 0.02% 390
2024
Q3 		$48K Buy
5,876
+83
+1% +$644 0.02% 359
2024
Q2 		$42K Buy
5,793
+61
+1% +$438 0.02% 357
2024
Q1 		$41K Buy
5,732
+41
+0.7% +$291 0.02% 350
2023
Q4 		$39K Buy
5,691
+3,491
+159% +$22.2K 0.03% 341
2023
Q3 		$14K Sell
2,200
-1,472
-40% -$9.51K 0.01% 459
2023
Q2 		$24K Hold
3,672
– – 0.02% 391
2023
Q1 		$24K Hold
3,672
– – 0.02% 365
2022
Q4 		$27K Hold
3,672
– – 0.02% 348
2022
Q3 		$25K Buy
3,672
+11
+0.3% +$86 0.02% 346
2022
Q2 		$28K Buy
3,661
+27
+0.7% +$215 0.03% 337
2022
Q1 		$31K Buy
+3,634
New +$32.3K 0.02% 341

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

Hazlett, Burt & Watson's JPC Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.2% in Q2 2026, buying an estimated $464 and bringing the position to 5,002 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #496.

Hazlett, Burt & Watson first reported a position in JPC in Q1 2022 and has held it in 18 quarters since. The position peaked at $48K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Hazlett, Burt & Watson held 5,002 shares of Nuveen Preferred & Income Opportunities Fund worth $40K as of Q2 2026.
  • Hazlett, Burt & Watson bought 59 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $464.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #496 holding.
  • Hazlett, Burt & Watson first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Nuveen Preferred & Income Opportunities Fund position peaked at $48K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.