HRT Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

HRT Financial’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	$359K	Buy	45,587 +7,900	+21%	+$62.1K	﹤0.01%	2948
2026 Q1	$284K	Buy	+37,687	New	+$305K	﹤0.01%	2925
2025 Q1	–	Sell	-25,026	Closed	-$196K	–	2960
2024 Q4	$196K	Buy	+25,026	New	+$201K	﹤0.01%	1944
2023 Q2	–	Sell	-25,328	Closed	-$166K	–	2871
2023 Q1	$166K	Buy	+25,328	New	+$185K	﹤0.01%	1962
2019 Q2	–	Sell	-12,590	Closed	-$119K	–	834
2019 Q1	$119K	Buy	+12,590	New	+$116K	0.02%	433

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

HRT Financial's JPC Position: Q2 2026 in Review

HRT Financial increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 21% in Q2 2026, buying an estimated $62.1K and bringing the position to 45,587 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

HRT Financial first reported a position in JPC in Q1 2019 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

HRT Financial held 45,587 shares of Nuveen Preferred & Income Opportunities Fund worth $359K as of Q2 2026.
HRT Financial bought 7,900 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $62.1K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2948 holding.
HRT Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and has held it in 5 quarters since.
331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.