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

Kestra Private Wealth 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 Q2	$374K	Sell	47,502 -37,533	-44%	-$295K	﹤0.01%	1399
2026 Q1	$641K	Sell	85,035 -10,389	-11%	-$84K	0.01%	1075
2025 Q4	$774K	Buy	95,424 +39,176	+70%	+$318K	0.01%	925
2025 Q3	$461K	Buy	56,248 +18,374	+49%	+$149K	0.01%	1137
2025 Q2	$304K	Sell	37,874 -14,543	-28%	-$113K	﹤0.01%	1276
2025 Q1	$417K	Sell	52,417 -6,261	-11%	-$50K	0.01%	1049
2024 Q4	$461K	Buy	58,678 +15,474	+36%	+$124K	0.01%	956
2024 Q3	$349K	Buy	43,204 +5,700	+15%	+$44.2K	0.01%	1039
2024 Q2	$280K	Sell	37,504 -6,647	-15%	-$47.7K	0.01%	1077
2024 Q1	$317K	Buy	44,151 +25,163	+133%	+$179K	0.01%	990
2023 Q4	$128K	Buy	18,988 +5,188	+38%	+$33K	﹤0.01%	1130
2023 Q3	$87.4K	Buy	+13,800	New	+$89.1K	﹤0.01%	1089

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

Kestra Private Wealth Services's JPC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 44% in Q2 2026, selling an estimated $295K and leaving 47,502 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Kestra Private Wealth Services first reported a position in JPC in Q3 2023 and has held it in 12 quarters since. The position peaked at $774K in Q4 2025. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Kestra Private Wealth Services held 47,502 shares of Nuveen Preferred & Income Opportunities Fund worth $374K as of Q2 2026.
Kestra Private Wealth Services sold 37,533 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $295K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1399 holding.
Kestra Private Wealth Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's Nuveen Preferred & Income Opportunities Fund position peaked at $774K in Q4 2025.
331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

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