Kingswood Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Kingswood Wealth 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	$293K	Hold	37,182	–	–	0.01%	789
2026 Q1	$280K	Buy	37,182 +5,790	+18%	+$46.8K	0.01%	736
2025 Q4	$255K	Sell	31,392 -5,008	-14%	-$40.7K	0.01%	734
2025 Q3	$298K	Buy	+36,400	New	+$295K	0.02%	632
2025 Q1	–	Sell	-60,391	Closed	-$475K	–	779
2024 Q4	$475K	Buy	60,391 +24,872	+70%	+$200K	0.04%	456
2024 Q3	$287K	Buy	+35,519	New	+$276K	0.02%	580

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

Kingswood Wealth Advisors's JPC Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 37,182 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #789.

Kingswood Wealth Advisors first reported a position in JPC in Q3 2024 and has held it in 6 quarters since. The position peaked at $475K in Q4 2024. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Kingswood Wealth Advisors held 37,182 shares of Nuveen Preferred & Income Opportunities Fund worth $293K as of Q2 2026.
Kingswood Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #789 holding.
Kingswood Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $475K in Q4 2024.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.