Kingstone Capital Partners Texas’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Kingstone Capital Partners Texas’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 Q1	$215K	Buy	28,578 +2,581	+10%	+$20.9K	0.13%	53
2025 Q4	$211K	Buy	25,997 +5,585	+27%	+$45.4K	0.12%	54
2025 Q3	$167K	Buy	20,412 +594	+3%	+$4.82K	0.1%	56
2025 Q2	$159K	Buy	19,818 +1,220	+7%	+$9.46K	0.1%	53
2025 Q1	$148K	Buy	18,598 +1,710	+10%	+$13.6K	0.12%	51
2024 Q4	$133K	Buy	+16,888	New	+$136K	0.11%	50

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Kingstone Capital Partners Texas's JPC Position: Q1 2026 in Review

Kingstone Capital Partners Texas increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 9.9% in Q1 2026, buying an estimated $20.9K and bringing the position to 28,578 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #53.

Kingstone Capital Partners Texas first reported a position in JPC in Q4 2024 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Kingstone Capital Partners Texas held 28,578 shares of Nuveen Preferred & Income Opportunities Fund worth $215K as of Q1 2026.
Kingstone Capital Partners Texas bought 2,581 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $20.9K.
Nuveen Preferred & Income Opportunities Fund made up 0.13% of Kingstone Capital Partners Texas's portfolio in Q1 2026, its #53 holding.
Kingstone Capital Partners Texas first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
321 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q1 2026, filed 6 May 2026.