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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.98M Buy
759,329
+14,941
+2% +$117K 0.02% 744
2026
Q1
$5.61M Buy
744,388
+87,270
+13% +$705K 0.02% 733
2025
Q4
$5.33M Buy
657,118
+237,977
+57% +$1.93M 0.02% 700
2025
Q3
$3.44M Buy
419,141
+260,002
+163% +$2.11M 0.02% 882
2025
Q2
$1.28M Buy
159,139
+26,551
+20% +$206K 0.01% 1335
2025
Q1
$1.06M Sell
132,588
-22,714
-15% -$181K 0.01% 1368
2024
Q4
$1.22M Buy
155,302
+38,367
+33% +$309K 0.01% 1282
2024
Q3
$944K Buy
116,935
+12,286
+12% +$95.3K 0.01% 1362
2024
Q2
$782K Sell
104,649
-4,195
-4% -$30.1K ﹤0.01% 1478
2024
Q1
$783K Buy
108,844
+1,962
+2% +$13.9K 0.01% 1395
2023
Q4
$723K Buy
106,882
+94,810
+785% +$603K 0.01% 1296
2023
Q3
$76.4K Sell
12,072
-2,752
-19% -$17.8K ﹤0.01% 2034
2023
Q2
$96.7K Buy
+14,824
New +$93.9K ﹤0.01% 2000
2021
Q4
Sell
-27,977
Closed -$277K 2106
2021
Q3
$277K Buy
27,977
+1,957
+8% +$19.5K ﹤0.01% 1737
2021
Q2
$260K Sell
26,020
-5,333
-17% -$51.9K ﹤0.01% 1662
2021
Q1
$298K Sell
31,353
-44,482
-59% -$410K ﹤0.01% 1471
2020
Q4
$713K Buy
75,835
+50,978
+205% +$453K 0.01% 1029
2020
Q3
$211K Buy
+24,857
New +$214K ﹤0.01% 1271

Other funds holding JPC

Kestra Advisory Services's JPC Position: Q2 2026 in Review

Kestra Advisory Services increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2% in Q2 2026, buying an estimated $117K and bringing the position to 759,329 shares worth $5.98M. The position accounts for 0.02% of the portfolio, ranked #744.

Kestra Advisory Services first reported a position in JPC in Q3 2020 and has held it in 18 quarters since. 330 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Kestra Advisory Services held 759,329 shares of Nuveen Preferred & Income Opportunities Fund worth $5.98M as of Q2 2026.
  • Kestra Advisory Services bought 14,941 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $117K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #744 holding.
  • Kestra Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2020 and has held it in 18 quarters since.
  • 330 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.