Moneta Group Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Moneta Group Investment 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	$100K	Buy	+12,688	New	+$99.8K	﹤0.01%	858
2024 Q1	–	Sell	-11,356	Closed	-$76.8K	–	620
2023 Q4	$76.8K	Buy	+11,356	New	+$72.2K	﹤0.01%	545

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

Moneta Group Investment Advisors's JPC Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 12,688 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in JPC as recently as Q4 2023.

Moneta Group Investment Advisors first reported a position in JPC in Q4 2023 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Moneta Group Investment Advisors held 12,688 shares of Nuveen Preferred & Income Opportunities Fund worth $100K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new Moneta Group Investment Advisors position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #858 holding.
Moneta Group Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 2 quarters since.
329 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.