International Assets Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

International Assets Investment Management’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	$508K	Buy	64,859 +7,875	+14%	+$61.9K	0.03%	481
2026 Q1	$444K	Buy	56,984 +62	+0.1%	+$501	0.03%	489
2025 Q4	$462K	Sell	56,922 -4,997	-8%	-$40.6K	0.03%	470
2025 Q3	$501K	Hold	61,919	–	–	0.04%	429
2025 Q2	$497K	Buy	61,919 +10,694	+21%	+$82.9K	0.04%	436
2025 Q1	$408K	Sell	51,225 -2,789	-5%	-$22.3K	0.04%	467
2024 Q4	$432K	Buy	54,014 +5,388	+11%	+$43.3K	0.04%	454
2024 Q3	$392K	Buy	48,626 +51	+0.1%	+$396	0.03%	404
2024 Q2	$363K	Sell	48,575 -727	-1%	-$5.22K	0.03%	475
2024 Q1	$353K	Buy	49,302 +43	+0.1%	+$305	0.04%	470
2023 Q4	$333K	Buy	+49,259	New	+$313K	0.04%	445
2021 Q2	–	Sell	-3,430	Closed	-$33K	–	1210
2021 Q1	$33K	Hold	3,430	–	–	﹤0.01%	1106
2020 Q4	$33K	Buy	+3,430	New	+$30.5K	0.01%	991

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

International Assets Investment Management's JPC Position: Q2 2026 in Review

International Assets Investment Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 14% in Q2 2026, buying an estimated $61.9K and bringing the position to 64,859 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #481.

International Assets Investment Management first reported a position in JPC in Q4 2020 and has held it in 13 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

International Assets Investment Management held 64,859 shares of Nuveen Preferred & Income Opportunities Fund worth $508K as of Q2 2026.
International Assets Investment Management bought 7,875 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $61.9K.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #481 holding.
International Assets Investment Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 13 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.