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PFG Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

PFG Investments’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 		$168K Sell
21,305
-1,694
-7% -$13.3K 0.01% 1190
2026
Q1 		$173K Buy
22,999
+31
+0.1% +$251 0.01% 1088
2025
Q4 		$186K Buy
22,968
+775
+3% +$6.29K 0.01% 1032
2025
Q3 		$182K Buy
22,193
+6,244
+39% +$50.6K 0.01% 1004
2025
Q2 		$128K Buy
15,949
+3,030
+23% +$23.5K 0.01% 963
2025
Q1 		$103K Buy
12,919
+789
+7% +$6.3K 0.01% 932
2024
Q4 		$95.3K Buy
+12,130
New +$97.6K 0.01% 954

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

PFG Investments's JPC Position: Q2 2026 in Review

PFG Investments reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 7.4% in Q2 2026, selling an estimated $13.3K and leaving 21,305 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #1190.

PFG Investments first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $186K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • PFG Investments held 21,305 shares of Nuveen Preferred & Income Opportunities Fund worth $168K as of Q2 2026.
  • PFG Investments sold 1,694 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $13.3K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1190 holding.
  • PFG Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • PFG Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $186K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.