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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NWF Advisory Services's JPC Position: Q1 2026 in Review

NWF Advisory Services reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.54% in Q1 2026, selling an estimated $2.04K and leaving 46,721 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #262.

NWF Advisory Services first reported a position in JPC in Q1 2023 and has held it in 12 quarters since. The position peaked at $382K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

NWF Advisory Services held 46,721 shares of Nuveen Preferred & Income Opportunities Fund worth $352K as of Q1 2026.
NWF Advisory Services sold 253 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $2.04K.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #262 holding.
NWF Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $382K in Q3 2025.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.