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

Kovack 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 		$252K Sell
32,082
-4,691
-13% -$36.9K 0.01% 891
2026
Q1 		$281K Buy
36,773
+2,656
+8% +$21.5K 0.02% 778
2025
Q4 		$277K Buy
34,117
+22,274
+188% +$181K 0.01% 785
2025
Q3 		$97.1K Sell
11,843
-3,000
-20% -$24.3K 0.01% 599
2025
Q2 		$119K Buy
14,843
+3,000
+25% +$23.3K 0.01% 601
2025
Q1 		$94.3K Hold
11,843
– – 0.01% 567
2024
Q4 		$93.1K Sell
11,843
-3,966
-25% -$31.9K 0.01% 599
2024
Q3 		$128K Sell
15,809
-3,954
-20% -$30.7K 0.01% 567
2024
Q2 		$148K Buy
+19,763
New +$142K 0.02% 545
2024
Q1 		– Sell
-27,208
Closed -$184K – 556
2023
Q4 		$184K Buy
+27,208
New +$173K 0.02% 528
2022
Q3 		– Sell
-36,104
Closed -$276K – 609
2022
Q2 		$276K Sell
36,104
-10,841
-23% -$86.5K 0.04% 476
2022
Q1 		$402K Buy
46,945
+3,319
+8% +$29.5K 0.04% 447
2021
Q4 		$426K Hold
43,626
– – 0.04% 422
2021
Q3 		$432K Sell
43,626
-369
-0.8% -$3.68K 0.05% 412
2021
Q2 		$439K Buy
43,995
+1,000
+2% +$9.74K 0.05% 388
2021
Q1 		$408K Buy
42,995
+5,000
+13% +$46.1K 0.05% 359
2020
Q4 		$361K Buy
37,995
+568
+2% +$5.04K 0.05% 347
2020
Q3 		$318K Buy
37,427
+2,860
+8% +$24.6K 0.06% 320
2020
Q2 		$284K Buy
34,567
+985
+3% +$7.86K 0.06% 336
2020
Q1 		$246K Buy
33,582
+6,530
+24% +$62K 0.06% 331
2019
Q4 		$283K Buy
27,052
+11,825
+78% +$120K 0.05% 365
2019
Q3 		$153K Buy
15,227
+5,227
+52% +$51.7K 0.03% 440
2019
Q2 		$99K Hold
10,000
– – 0.02% 420
2019
Q1 		$95K Buy
+10,000
New +$92K 0.02% 405

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Kovack Advisors's JPC Position: Q2 2026 in Review

Kovack Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 13% in Q2 2026, selling an estimated $36.9K and leaving 32,082 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #891.

Kovack Advisors first reported a position in JPC in Q1 2019 and has held it in 24 quarters since. The position peaked at $439K in Q2 2021. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Kovack Advisors held 32,082 shares of Nuveen Preferred & Income Opportunities Fund worth $252K as of Q2 2026.
  • Kovack Advisors sold 4,691 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $36.9K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #891 holding.
  • Kovack Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and has held it in 24 quarters since.
  • Kovack Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $439K in Q2 2021.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.