Marino Stram & Associates’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Marino Stram & Associates’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	$653K	Hold	86,571	–	–	0.12%	104
2025 Q4	$702K	Hold	86,571	–	–	0.13%	105
2025 Q3	$710K	Hold	86,571	–	–	0.13%	102
2025 Q2	$694K	Hold	86,571	–	–	0.14%	100
2025 Q1	$689K	Buy	86,571 +7,410	+9%	+$59.1K	0.15%	99
2024 Q4	$622K	Hold	79,161	–	–	0.14%	103
2024 Q3	$639K	Hold	79,161	–	–	0.14%	103
2024 Q2	$591K	Hold	79,161	–	–	0.14%	101
2024 Q1	$569K	Hold	79,161	–	–	0.13%	103
2023 Q4	$535K	Buy	+79,161	New	+$504K	0.14%	104

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 $377B AUM 19.32% 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

Marino Stram & Associates's JPC Position: Q1 2026 in Review

Marino Stram & Associates held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2026 at 86,571 shares worth $653K. The position accounts for 0.12% of the portfolio, ranked #104.

Marino Stram & Associates first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $710K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Marino Stram & Associates held 86,571 shares of Nuveen Preferred & Income Opportunities Fund worth $653K as of Q1 2026.
Marino Stram & Associates left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.12% of Marino Stram & Associates's portfolio in Q1 2026, its #104 holding.
Marino Stram & Associates first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Marino Stram & Associates's Nuveen Preferred & Income Opportunities Fund position peaked at $710K in Q3 2025.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.