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MGO One Seven’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

MGO One Seven’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 		$7.54M Sell
956,230
-26,582
-3% -$209K 0.12% 188
2026
Q1 		$7.41M Buy
982,812
+20,859
+2% +$169K 0.15% 163
2025
Q4 		$7.8M Sell
961,953
-36,746
-4% -$298K 0.16% 146
2025
Q3 		$8.19M Buy
+998,699
New +$8.1M 0.19% 123
2025
Q1 		– Sell
-12,469
Closed -$98K – 1147
2024
Q4 		$98K Sell
12,469
-3,504
-22% -$28.2K ﹤0.01% 1046
2024
Q3 		$129K Sell
15,973
-1,181
-7% -$9.16K 0.01% 961
2024
Q2 		$128K Sell
17,154
-5,339
-24% -$38.4K 0.01% 932
2024
Q1 		$162K Buy
22,493
+1,465
+7% +$10.4K 0.01% 863
2023
Q4 		$142K Buy
+21,028
New +$134K 0.01% 855
2019
Q2 		– Sell
-11,374
Closed -$108K – 426
2019
Q1 		$108K Buy
11,374
+1,362
+14% +$12.5K 0.04% 403
2018
Q4 		$83K Sell
10,012
-2,641
-21% -$23.3K 0.04% 514
2018
Q3 		$117K Buy
+12,653
New +$118K 0.05% 342
2018
Q1 		$126K Sell
12,569
-423
-3% -$4.18K 0.06% 373
2017
Q4 		$134K Buy
+12,992
New +$136K 0.06% 365

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

MGO One Seven's JPC Position: Q2 2026 in Review

MGO One Seven reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.7% in Q2 2026, selling an estimated $209K and leaving 956,230 shares worth $7.54M. The position accounts for 0.12% of the portfolio, ranked #188.

MGO One Seven first reported a position in JPC in Q4 2017 and has held it in 14 quarters since. The position peaked at $8.19M in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • MGO One Seven held 956,230 shares of Nuveen Preferred & Income Opportunities Fund worth $7.54M as of Q2 2026.
  • MGO One Seven sold 26,582 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $209K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.12% of MGO One Seven's portfolio in Q2 2026, its #188 holding.
  • MGO One Seven first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2017 and has held it in 14 quarters since.
  • MGO One Seven's Nuveen Preferred & Income Opportunities Fund position peaked at $8.19M in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.