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Leigh Baldwin & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Leigh Baldwin & Co’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 		$85.1K Buy
10,794
+256
+2% +$2.01K 0.05% 180
2026
Q1 		$79.5K Buy
10,538
+158
+2% +$1.28K 0.05% 159
2025
Q4 		$84K Sell
10,380
-2,049
-16% -$16.6K 0.06% 159
2025
Q3 		$102K Buy
+12,429
New +$101K 0.06% 198
2025
Q2 		– Sell
-11,113
Closed -$88.5K – 187
2025
Q1 		$88.5K Buy
+11,113
New +$88.7K 0.07% 168

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

Leigh Baldwin & Co's JPC Position: Q2 2026 in Review

Leigh Baldwin & Co increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.4% in Q2 2026, buying an estimated $2.01K and bringing the position to 10,794 shares worth $85.1K. The position accounts for 0.05% of the portfolio, ranked #180.

Leigh Baldwin & Co first reported a position in JPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $102K in Q3 2025. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Leigh Baldwin & Co held 10,794 shares of Nuveen Preferred & Income Opportunities Fund worth $85.1K as of Q2 2026.
  • Leigh Baldwin & Co bought 256 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $2.01K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.05% of Leigh Baldwin & Co's portfolio in Q2 2026, its #180 holding.
  • Leigh Baldwin & Co first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • Leigh Baldwin & Co's Nuveen Preferred & Income Opportunities Fund position peaked at $102K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.