IFG Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

IFG Advisory’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	$95.3K	Buy	+12,090	New	+$95.1K	﹤0.01%	1098
2026 Q1	–	Sell	-25,661	Closed	-$208K	–	647
2025 Q4	$208K	Sell	25,661 -10,024	-28%	-$81.4K	0.01%	728
2025 Q3	$293K	Buy	35,685 +696	+2%	+$5.64K	0.01%	643
2025 Q2	$281K	Sell	34,989 -5,643	-14%	-$43.8K	0.01%	627
2025 Q1	$323K	Buy	40,632 +551	+1%	+$4.4K	0.02%	540
2024 Q4	$315K	Buy	+40,081	New	+$322K	0.02%	531

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

IFG Advisory's JPC Position: Q2 2026 in Review

IFG Advisory opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 12,090 shares worth $95.3K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JPC as recently as Q4 2025.

IFG Advisory first reported a position in JPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $323K in Q1 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

IFG Advisory held 12,090 shares of Nuveen Preferred & Income Opportunities Fund worth $95.3K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new IFG Advisory position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1098 holding.
IFG Advisory first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
IFG Advisory's Nuveen Preferred & Income Opportunities Fund position peaked at $323K in Q1 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.