J.W. Cole Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

J.W. Cole 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 Q2	$215K	Buy	+27,262	New	+$214K	﹤0.01%	1471
2026 Q1	–	Sell	-209,431	Closed	-$1.69M	–	1155
2025 Q4	$1.69M	Buy	209,431 +90,513	+76%	+$735K	0.04%	447
2025 Q3	$975K	Buy	118,918 +91,812	+339%	+$745K	0.02%	725
2025 Q2	$217K	Buy	27,106 +5,786	+27%	+$44.9K	﹤0.01%	1324
2025 Q1	$170K	Buy	+21,320	New	+$170K	0.01%	1174
2024 Q3	–	Sell	-19,534	Closed	-$146K	–	952
2024 Q2	$146K	Buy	+19,534	New	+$140K	0.01%	863
2024 Q1	–	Sell	-10,408	Closed	-$70.4K	–	901
2023 Q4	$70.4K	Buy	+10,408	New	+$66.2K	﹤0.01%	799
2020 Q4	–	Sell	-53,258	Closed	-$452K	–	764
2020 Q3	$452K	Buy	+53,258	New	+$459K	0.03%	435
2020 Q1	–	Sell	-42,137	Closed	-$441K	–	321
2019 Q4	$441K	Buy	+42,137	New	+$428K	0.06%	325

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

J.W. Cole Advisors's JPC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 27,262 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in JPC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in JPC in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

J.W. Cole Advisors held 27,262 shares of Nuveen Preferred & Income Opportunities Fund worth $215K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new J.W. Cole Advisors position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1471 holding.
J.W. Cole Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and has held it in 9 quarters since.
J.W. Cole Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $1.69M in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.