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Mount Yale Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mount Yale 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 		$243K Buy
30,609
+528
+2% +$4.15K ﹤0.01% 1070
2026
Q1 		$229K Sell
30,081
-2,174
-7% -$17.6K 0.01% 1004
2025
Q4 		$262K Buy
32,255
+2,618
+9% +$21.3K 0.01% 628
2025
Q3 		$245K Buy
+29,637
New +$240K 0.02% 569

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

Mount Yale Investment Advisors's JPC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.8% in Q2 2026, buying an estimated $4.15K and bringing the position to 30,609 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Mount Yale Investment Advisors first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Mount Yale Investment Advisors held 30,609 shares of Nuveen Preferred & Income Opportunities Fund worth $243K as of Q2 2026.
  • Mount Yale Investment Advisors bought 528 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $4.15K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1070 holding.
  • Mount Yale Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $262K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.