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

Investmark Advisory Group’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 Q3	$338K	Buy	49,571 +1,284	+3%	+$9.6K	0.11%	122
2026 Q2	$381K	Buy	48,287 +264	+0.5%	+$2.08K	0.14%	102
2026 Q1	$362K	Buy	48,023 +2,537	+6%	+$20.5K	0.16%	93
2025 Q4	$369K	Buy	45,486 +233	+0.5%	+$1.89K	0.16%	91
2025 Q3	$371K	Buy	45,253 +1,565	+4%	+$12.7K	0.16%	94
2025 Q2	$350K	Buy	43,688 +156	+0.4%	+$1.21K	0.16%	92
2025 Q1	$347K	Sell	43,532 -965	-2%	-$7.7K	0.17%	84
2024 Q4	$350K	Sell	44,497 -58	-0.1%	-$467	0.17%	86
2024 Q3	$360K	Buy	44,555 +696	+2%	+$5.4K	0.17%	89
2024 Q2	$328K	Buy	43,859 +1,349	+3%	+$9.7K	0.17%	85
2024 Q1	$306K	Buy	42,510 +480	+1%	+$3.41K	0.17%	90
2023 Q4	$284K	Buy	+42,030	New	+$267K	0.17%	91

Other funds holding JPC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Investmark Advisory Group's JPC Position: Q3 2026 in Review

Investmark Advisory Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.7% in Q3 2026, buying an estimated $9.6K and bringing the position to 49,571 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #122.

Investmark Advisory Group first reported a position in JPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $381K in Q2 2026. 289 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Investmark Advisory Group held 49,571 shares of Nuveen Preferred & Income Opportunities Fund worth $338K as of Q3 2026.
Investmark Advisory Group bought 1,284 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $9.6K.
Nuveen Preferred & Income Opportunities Fund made up 0.11% of Investmark Advisory Group's portfolio in Q3 2026, its #122 holding.
Investmark Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
Investmark Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $381K in Q2 2026.
289 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.