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

Kestra Advisory Services’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	$5.14M	Sell	753,172 -6,157	-0.8%	-$46.2K	0.01%	882
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

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

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Kestra Advisory Services's JPC Position: Q3 2026 in Review

Kestra Advisory Services reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.81% in Q3 2026, selling an estimated $46.2K and leaving 753,172 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #882.

Kestra Advisory Services first reported a position in JPC in Q3 2020 and has held it in 19 quarters since. The position peaked at $5.98M in Q2 2026. 151 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Kestra Advisory Services held 753,172 shares of Nuveen Preferred & Income Opportunities Fund worth $5.14M as of Q3 2026.
Kestra Advisory Services sold 6,157 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $46.2K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #882 holding.
Kestra Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2020 and has held it in 19 quarters since.
Kestra Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $5.98M in Q2 2026.
151 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.