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

Hexagon 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
2025 Q2	–	Sell	-3,385	Closed	-$26.9K	–	930
2025 Q1	$26.9K	Hold	3,385	–	–	0.01%	646
2024 Q4	$26.6K	Hold	3,385	–	–	﹤0.01%	686
2024 Q3	$27.3K	Hold	3,385	–	–	0.01%	599
2024 Q2	$25.3K	Hold	3,385	–	–	0.01%	614
2024 Q1	$24.3K	Hold	3,385	–	–	0.01%	623
2023 Q4	$22.9K	Hold	3,385	–	–	0.01%	591
2023 Q3	$21.4K	Hold	3,385	–	–	0.01%	538
2023 Q2	$21.9K	Hold	3,385	–	–	0.01%	537
2023 Q1	$22.3K	Hold	3,385	–	–	0.01%	526
2022 Q4	$24.6K	Hold	3,385	–	–	0.01%	496
2022 Q3	$24K	Hold	3,385	–	–	0.01%	543
2022 Q2	$26K	Hold	3,385	–	–	0.01%	482
2022 Q1	$29K	Hold	3,385	–	–	0.01%	447
2021 Q4	$33K	Hold	3,385	–	–	0.01%	416
2021 Q3	$34K	Buy	+3,385	New	+$33.8K	0.01%	394

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Hexagon Capital Partners's JPC Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 3,385 shares — an estimated $26.9K sold.

Hexagon Capital Partners first reported a position in JPC in Q3 2021 and held it in 15 quarters. The position peaked at $34K in Q3 2021. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

Hexagon Capital Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 3,385 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $26.9K.
Hexagon Capital Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2021 and held it in 15 quarters.
Hexagon Capital Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $34K in Q3 2021.
288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.