MKT Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

MKT Advisors’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	–	Sell	-10,700	Closed	-$81.6K	–	161
2026 Q1	$81.6K	Sell	10,700 -2,688	-20%	-$21.7K	0.03%	157
2025 Q4	$109K	Sell	13,388 -3,170	-19%	-$25.7K	0.04%	163
2025 Q3	$136K	Buy	16,558 +998	+6%	+$8.09K	0.05%	166
2025 Q2	$126K	Sell	15,560 -501	-3%	-$3.88K	0.05%	168
2025 Q1	$113K	Hold	16,061	–	–	0.05%	140
2024 Q4	$127K	Hold	16,061	–	–	0.06%	148
2024 Q3	$129K	Hold	16,061	–	–	0.06%	153
2024 Q2	$121K	Hold	16,061	–	–	0.06%	150
2024 Q1	$113K	Hold	16,061	–	–	0.06%	147
2023 Q4	$110K	Buy	+16,061	New	+$102K	0.07%	149

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

MKT Advisors's JPC Position: Q2 2026 in Review

MKT Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 10,700 shares — an estimated $81.6K sold.

MKT Advisors first reported a position in JPC in Q4 2023 and held it in 10 quarters. The position peaked at $136K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

MKT Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
MKT Advisors sold 10,700 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $81.6K.
MKT Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 10 quarters.
MKT Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $136K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.