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

Naples Global 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 		$92.8K Buy
+11,685
New +$91.9K 0.01% 464

Other funds holding JPC

GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Naples Global Advisors's JPC Position: Q2 2026 in Review

Naples Global Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 11,685 shares worth $92.8K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings.

98 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Naples Global Advisors held 11,685 shares of Nuveen Preferred & Income Opportunities Fund worth $92.8K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Naples Global Advisors position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #464 holding.
  • 98 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.