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NBC Securities’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

NBC Securities’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 		$61.8K Sell
7,847
-288
-4% -$2.27K ﹤0.01% 1224
2026
Q1 		$61.3K Hold
8,135
– – ﹤0.01% 1240
2025
Q4 		$66K Hold
8,135
– – ﹤0.01% 1230
2025
Q3 		$66.7K Hold
8,135
– – 0.01% 1211
2025
Q2 		$65K Sell
8,135
-105
-1% -$814 0.01% 1221
2025
Q1 		$65K Buy
8,240
+8,232
+102,900% +$65.7K 0.01% 1082
2024
Q4 		$64 Sell
8
-8,210
-100% -$66K 0.01% 1000
2024
Q3 		$66K Hold
8,218
– – 0.01% 1099
2024
Q2 		$61K Hold
8,218
– – 0.01% 1080
2024
Q1 		$59K Buy
8,218
+1,275
+18% +$9.05K 0.01% 1091
2023
Q4 		$46K Buy
6,943
+4,943
+247% +$31.4K ﹤0.01% 1152
2023
Q3 		$12K Buy
+2,000
New +$12.9K ﹤0.01% 1653

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

NBC Securities's JPC Position: Q2 2026 in Review

NBC Securities reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 3.5% in Q2 2026, selling an estimated $2.27K and leaving 7,847 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

NBC Securities first reported a position in JPC in Q3 2023 and has held it in 12 quarters since. The position peaked at $66.7K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • NBC Securities held 7,847 shares of Nuveen Preferred & Income Opportunities Fund worth $61.8K as of Q2 2026.
  • NBC Securities sold 288 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $2.27K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1224 holding.
  • NBC Securities first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Nuveen Preferred & Income Opportunities Fund position peaked at $66.7K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.