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

MSH Capital 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 		$1.9M Sell
240,963
-11,276
-4% -$88.7K 0.33% 78
2026
Q1 		$1.9M Sell
252,239
-6,576
-3% -$53.2K 0.4% 70
2025
Q4 		$2.1M Buy
258,815
+5,049
+2% +$41K 0.45% 62
2025
Q3 		$2.08M Buy
253,766
+33,313
+15% +$270K 0.56% 52
2025
Q2 		$1.77M Buy
220,453
+19,358
+10% +$150K 0.51% 56
2025
Q1 		$1.6M Buy
201,095
+391
+0.2% +$3.12K 0.5% 61
2024
Q4 		$1.58M Sell
200,704
-3,800
-2% -$30.6K 0.5% 62
2024
Q3 		$1.65M Buy
204,504
+442
+0.2% +$3.43K 0.5% 65
2024
Q2 		$1.52M Buy
204,062
+7,851
+4% +$56.4K 0.51% 62
2024
Q1 		$1.41M Buy
196,211
+4,079
+2% +$28.9K 0.5% 62
2023
Q4 		$1.3M Buy
192,132
+69,429
+57% +$442K 0.49% 66
2023
Q3 		$777K Hold
122,703
– – 0.3% 93
2023
Q2 		$795K Sell
122,703
-2,949
-2% -$18.7K 0.29% 93
2023
Q1 		$827K Sell
125,652
-543
-0.4% -$3.97K 0.35% 85
2022
Q4 		$919K Buy
126,195
+1,381
+1% +$10K 0.42% 76
2022
Q3 		$867K Sell
124,814
-647
-0.5% -$5.06K 0.43% 77
2022
Q2 		$960K Buy
125,461
+2,105
+2% +$16.8K 0.45% 76
2022
Q1 		$1.06M Buy
123,356
+18,200
+17% +$162K 0.44% 74
2021
Q4 		$1.03M Buy
+105,156
New +$1.02M 0.46% 70

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

MSH Capital Advisors's JPC Position: Q2 2026 in Review

MSH Capital Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4.5% in Q2 2026, selling an estimated $88.7K and leaving 240,963 shares worth $1.9M. The position accounts for 0.33% of the portfolio, ranked #78.

MSH Capital Advisors first reported a position in JPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.1M in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • MSH Capital Advisors held 240,963 shares of Nuveen Preferred & Income Opportunities Fund worth $1.9M as of Q2 2026.
  • MSH Capital Advisors sold 11,276 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $88.7K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.33% of MSH Capital Advisors's portfolio in Q2 2026, its #78 holding.
  • MSH Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $2.1M in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.