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Regatta Research & Money Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Regatta Research & Money Management’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 		$17.1K Buy
+2,171
New +$17.1K 0.02% 427

Other funds holding JPC

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regatta Research & Money Management's JPC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 2,171 shares worth $17.1K. The stake represents 0.02% of the portfolio and ranks #427 among its holdings.

261 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Regatta Research & Money Management held 2,171 shares of Nuveen Preferred & Income Opportunities Fund worth $17.1K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Regatta Research & Money Management position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #427 holding.
  • 261 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.