HFM Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

HFM Investment Advisors’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	$8.22K	Hold	1,043	–	–	﹤0.01%	134
2026 Q1	$7.86K	Hold	1,043	–	–	﹤0.01%	129
2025 Q4	$8.46K	Hold	1,043	–	–	﹤0.01%	134
2025 Q3	$8.55K	Hold	1,043	–	–	﹤0.01%	88
2025 Q2	$8.37K	Hold	1,043	–	–	﹤0.01%	91
2025 Q1	$8.3K	Buy	+1,043	New	+$8.32K	﹤0.01%	84

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

HFM Investment Advisors's JPC Position: Q2 2026 in Review

HFM Investment Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 1,043 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

HFM Investment Advisors first reported a position in JPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.55K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

HFM Investment Advisors held 1,043 shares of Nuveen Preferred & Income Opportunities Fund worth $8.22K as of Q2 2026.
HFM Investment Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #134 holding.
HFM Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $8.55K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.