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

Operose 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	$350K	Hold	44,465	–	–	0.07%	122
2026 Q1	$335K	Hold	44,465	–	–	0.08%	107
2025 Q4	$361K	Hold	44,465	–	–	0.08%	103
2025 Q3	$365K	Hold	44,465	–	–	0.09%	99
2025 Q2	$357K	Hold	44,465	–	–	0.1%	91
2025 Q1	$354K	Hold	44,465	–	–	0.12%	89
2024 Q4	$349K	Hold	44,465	–	–	0.12%	92
2024 Q3	$359K	Hold	44,465	–	–	0.12%	101
2024 Q2	$332K	Hold	44,465	–	–	0.12%	102
2024 Q1	$320K	Sell	44,465 -16,041	-27%	-$114K	0.11%	118
2023 Q4	$409K	Buy	60,506 +16,041	+36%	+$102K	0.16%	68
2023 Q3	$281K	Hold	44,465	–	–	0.11%	95
2023 Q2	$288K	Hold	44,465	–	–	0.13%	66
2023 Q1	$293K	Hold	44,465	–	–	0.15%	51
2022 Q4	$324K	Sell	44,465 -19,000	-30%	-$138K	0.17%	50
2022 Q3	$441K	Hold	63,465	–	–	0.29%	31
2022 Q2	$486K	Hold	63,465	–	–	0.34%	26
2022 Q1	$545K	Buy	63,465 +22,161	+54%	+$197K	0.38%	26
2021 Q4	$403K	Buy	+41,304	New	+$400K	0.33%	34

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

Operose Advisors's JPC Position: Q2 2026 in Review

Operose Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 44,465 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #122.

Operose Advisors first reported a position in JPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $545K in Q1 2022. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Operose Advisors held 44,465 shares of Nuveen Preferred & Income Opportunities Fund worth $350K as of Q2 2026.
Operose Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.07% of Operose Advisors's portfolio in Q2 2026, its #122 holding.
Operose Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $545K in Q1 2022.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.