PAS
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Park Avenue Securities’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Park Avenue 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 		$91K Sell
11,561
-48
-0.4% -$377 ﹤0.01% 1763
2026
Q1 		$88K Sell
11,609
-8,462
-42% -$68.4K ﹤0.01% 1505
2025
Q4 		$163K Sell
20,071
-3,874
-16% -$31.5K ﹤0.01% 1469
2025
Q3 		$196K Sell
23,945
-968
-4% -$7.85K ﹤0.01% 1588
2025
Q2 		$200K Sell
24,913
-1,307
-5% -$10.1K ﹤0.01% 1433
2025
Q1 		$209K Sell
26,220
-6,897
-21% -$55K ﹤0.01% 1117
2024
Q4 		$260K Sell
33,117
-7,807
-19% -$62.8K ﹤0.01% 1337
2024
Q3 		$330K Sell
40,924
-3,523
-8% -$27.3K ﹤0.01% 1145
2024
Q2 		$332K Sell
44,447
-281,932
-86% -$2.03M ﹤0.01% 1148
2024
Q1 		$2.35M Buy
326,379
+56,245
+21% +$399K 0.03% 359
2023
Q4 		$1.83M Buy
+270,134
New +$1.72M 0.03% 399
2019
Q2 		– Sell
-13,168
Closed -$127K – 367
2019
Q1 		$127K Sell
13,168
-1,011
-7% -$9.3K 0.01% 463
2018
Q4 		$128K Buy
14,179
+1,944
+16% +$17.2K 0.02% 200
2018
Q3 		$113K Buy
+12,235
New +$114K 0.02% 206

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

Park Avenue Securities's JPC Position: Q2 2026 in Review

Park Avenue Securities reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.41% in Q2 2026, selling an estimated $377 and leaving 11,561 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Park Avenue Securities first reported a position in JPC in Q3 2018 and has held it in 14 quarters since. The position peaked at $2.35M in Q1 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Park Avenue Securities held 11,561 shares of Nuveen Preferred & Income Opportunities Fund worth $91K as of Q2 2026.
  • Park Avenue Securities sold 48 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $377.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1763 holding.
  • Park Avenue Securities first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2018 and has held it in 14 quarters since.
  • Park Avenue Securities's Nuveen Preferred & Income Opportunities Fund position peaked at $2.35M in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.