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Opal Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Opal Wealth 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
Q1 		$35.4K Buy
+4,700
New +$38K 0.01% 470
2024
Q3 		– Sell
-3,449
Closed -$25.8K – 704
2024
Q2 		$25.8K Buy
+3,449
New +$24.8K 0.01% 447

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Opal Wealth Advisors's JPC Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026: 4,700 shares worth $35.4K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in JPC as recently as Q2 2024.

Opal Wealth Advisors first reported a position in JPC in Q2 2024 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Opal Wealth Advisors held 4,700 shares of Nuveen Preferred & Income Opportunities Fund worth $35.4K as of Q1 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Opal Wealth Advisors position in Q1 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #470 holding.
  • Opal Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.