Merit Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Merit Financial Group’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	$193K	Sell	24,468 -872	-3%	-$6.86K	﹤0.01%	2130
2026 Q1	$191K	Sell	25,340 -5,838	-19%	-$47.2K	﹤0.01%	1945
2025 Q4	$253K	Buy	31,178 +9,180	+42%	+$74.6K	﹤0.01%	1668
2025 Q3	$180K	Sell	21,998 -3,748	-15%	-$30.4K	﹤0.01%	1690
2025 Q2	$206K	Buy	25,746 +10,156	+65%	+$78.7K	﹤0.01%	1538
2025 Q1	$124K	Buy	+15,590	New	+$124K	﹤0.01%	1347
2024 Q4	–	Sell	-27,646	Closed	-$223K	–	1177
2024 Q3	$223K	Buy	+27,646	New	+$214K	0.01%	760

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

Merit Financial Group's JPC Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 3.4% in Q2 2026, selling an estimated $6.86K and leaving 24,468 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Merit Financial Group first reported a position in JPC in Q3 2024 and has held it in 7 quarters since. The position peaked at $253K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Merit Financial Group held 24,468 shares of Nuveen Preferred & Income Opportunities Fund worth $193K as of Q2 2026.
Merit Financial Group sold 872 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $6.86K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2130 holding.
Merit Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
Merit Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $253K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.