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IBEX Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

IBEX Wealth 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
Q1 		$2.2M Sell
292,047
-752
-0.3% -$6.08K 0.21% 77
2025
Q4 		$2.37M Sell
292,799
-23,288
-7% -$189K 0.23% 80
2025
Q3 		$2.59M Buy
316,087
+1,268
+0.4% +$10.3K 0.25% 82
2025
Q2 		$2.52M Buy
314,819
+2,212
+0.7% +$17.1K 0.27% 75
2025
Q1 		$2.49M Sell
312,607
-14,098
-4% -$113K 0.33% 72
2024
Q4 		$2.57M Buy
+326,705
New +$2.63M 0.3% 76
2023
Q1 		– Sell
-389,669
Closed -$2.84M – 130
2022
Q4 		$2.84M Sell
389,669
-36,609
-9% -$266K 0.64% 51
2022
Q3 		$2.96M Sell
426,278
-16,261
-4% -$127K 0.77% 45
2022
Q2 		$3.38M Sell
442,539
-14,165
-3% -$113K 0.78% 45
2022
Q1 		$3.92M Sell
456,704
-26,539
-5% -$236K 0.75% 47
2021
Q4 		$4.72M Sell
483,243
-115,202
-19% -$1.11M 0.83% 38
2021
Q3 		$5.92M Sell
598,445
-1,287
-0.2% -$12.8K 1.14% 23
2021
Q2 		$5.99M Buy
599,732
+12,038
+2% +$117K 1.2% 20
2021
Q1 		$5.58M Sell
587,694
-73,030
-11% -$673K 1.38% 20
2020
Q4 		$6.28M Buy
660,724
+23,140
+4% +$205K 1.64% 15
2020
Q3 		$5.41M Buy
637,584
+185,426
+41% +$1.6M 1.57% 20
2020
Q2 		$3.72M Buy
452,158
+78,308
+21% +$625K 1.2% 33
2020
Q1 		$2.74M Buy
373,850
+68,313
+22% +$648K 1.07% 42
2019
Q4 		$3.2M Buy
305,537
+19,014
+7% +$193K 0.98% 45
2019
Q3 		$2.88M Buy
286,523
+11,030
+4% +$109K 0.96% 43
2019
Q2 		$2.73M Buy
275,493
+30,046
+12% +$290K 0.79% 46
2019
Q1 		$2.34M Buy
245,447
+148,996
+154% +$1.37M 0.82% 54
2018
Q4 		$804K Sell
96,451
-87
-0.1% -$769 0.37% 62
2018
Q3 		$889K Sell
96,538
-2,674
-3% -$25K 0.32% 74
2018
Q2 		$991K Hold
99,212
– – 0.4% 74
2018
Q1 		$991K Buy
+99,212
New +$980K 0.4% 73
2017
Q4 		– Sell
-101,964
Closed -$1.08M – 111
2017
Q3 		$1.08M Buy
101,964
+7,519
+8% +$78.9K 0.4% 76
2017
Q2 		$989K Buy
+94,445
New +$960K 0.39% 78
2017
Q1 		– Sell
-75,219
Closed -$744K – 236
2016
Q4 		$744K Sell
75,219
-2,970
-4% -$28.4K 0.36% 80
2016
Q3 		$784K Buy
+78,189
New +$804K 0.43% 77

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IBEX Wealth Advisors's JPC Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.26% in Q1 2026, selling an estimated $6.08K and leaving 292,047 shares worth $2.2M. The position accounts for 0.21% of the portfolio, ranked #77.

IBEX Wealth Advisors first reported a position in JPC in Q3 2016 and has held it in 30 quarters since. The position peaked at $6.28M in Q4 2020. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • IBEX Wealth Advisors held 292,047 shares of Nuveen Preferred & Income Opportunities Fund worth $2.2M as of Q1 2026.
  • IBEX Wealth Advisors sold 752 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $6.08K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.21% of IBEX Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • IBEX Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2016 and has held it in 30 quarters since.
  • IBEX Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $6.28M in Q4 2020.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.