NWF Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

NWF Advisory Services’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	$337K	Sell	42,721 -4,000	-9%	-$31.5K	0.03%	288
2026 Q1	$352K	Sell	46,721 -253	-0.5%	-$2.04K	0.04%	262
2025 Q4	$381K	Buy	46,974 +356	+0.8%	+$2.89K	0.04%	244
2025 Q3	$382K	Buy	46,618 +2,998	+7%	+$24.3K	0.04%	243
2025 Q2	$350K	Sell	43,620 -165	-0.4%	-$1.28K	0.04%	264
2025 Q1	$349K	Buy	+43,785	New	+$349K	0.05%	223
2024 Q4	–	Sell	-29,150	Closed	-$235K	–	361
2024 Q3	$235K	Hold	29,150	–	–	0.03%	273
2024 Q2	$218K	Sell	29,150 -988	-3%	-$7.1K	0.03%	269
2024 Q1	$217K	Buy	30,138 +1,500	+5%	+$10.6K	0.04%	268
2023 Q4	$194K	Buy	28,638 +7,438	+35%	+$47.3K	0.04%	257
2023 Q3	$134K	Sell	21,200 -1,000	-5%	-$6.46K	0.03%	262
2023 Q2	$144K	Hold	22,200	–	–	0.03%	254
2023 Q1	$144K	Buy	+22,200	New	+$162K	0.03%	253

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

NWF Advisory Services's JPC Position: Q2 2026 in Review

NWF Advisory Services reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 8.6% in Q2 2026, selling an estimated $31.5K and leaving 42,721 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #288.

NWF Advisory Services first reported a position in JPC in Q1 2023 and has held it in 13 quarters since. The position peaked at $382K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

NWF Advisory Services held 42,721 shares of Nuveen Preferred & Income Opportunities Fund worth $337K as of Q2 2026.
NWF Advisory Services sold 4,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $31.5K.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #288 holding.
NWF Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $382K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.