Pinnacle Wealth Planning Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Pinnacle Wealth Planning 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 Q2	$11.8K	Hold	1,503	–	–	﹤0.01%	2001
2026 Q1	$11.3K	Sell	1,503 -6,142	-80%	-$49.6K	﹤0.01%	1951
2025 Q4	$62K	Buy	+7,645	New	+$62.1K	0.01%	1056
2024 Q4	–	Sell	-15,433	Closed	-$125K	–	482
2024 Q3	$125K	Sell	15,433 -6,393	-29%	-$49.6K	0.02%	493
2024 Q2	$163K	Buy	21,826 +1,422	+7%	+$10.2K	0.02%	442
2024 Q1	$147K	Buy	20,404 +2,512	+14%	+$17.8K	0.02%	457
2023 Q4	$121K	Buy	+17,892	New	+$114K	0.02%	443
2021 Q1	–	Sell	-2,065	Closed	-$20K	–	1171
2020 Q4	$20K	Buy	+2,065	New	+$18.3K	﹤0.01%	1152

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

Pinnacle Wealth Planning Services's JPC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 1,503 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Pinnacle Wealth Planning Services first reported a position in JPC in Q4 2020 and has held it in 8 quarters since. The position peaked at $163K in Q2 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Pinnacle Wealth Planning Services held 1,503 shares of Nuveen Preferred & Income Opportunities Fund worth $11.8K as of Q2 2026.
Pinnacle Wealth Planning Services left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2001 holding.
Pinnacle Wealth Planning Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Nuveen Preferred & Income Opportunities Fund position peaked at $163K in Q2 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.