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

Powell Investment 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	$97.6K	Buy	12,284 +657	+6%	+$5.17K	0.03%	144
2026 Q1	$88.4K	Hold	11,627	–	–	0.03%	154
2025 Q4	$94.3K	Hold	11,627	–	–	0.03%	149
2025 Q3	$96.1K	Hold	11,627	–	–	0.03%	148
2025 Q2	$94K	Hold	11,627	–	–	0.04%	144
2025 Q1	$93.3K	Hold	11,627	–	–	0.05%	126
2024 Q4	$91.4K	Buy	+11,627	New	+$93.5K	0.04%	136

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

Powell Investment Advisors's JPC Position: Q2 2026 in Review

Powell Investment Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 5.7% in Q2 2026, buying an estimated $5.17K and bringing the position to 12,284 shares worth $97.6K. The position accounts for 0.03% of the portfolio, ranked #144.

Powell Investment Advisors first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Powell Investment Advisors held 12,284 shares of Nuveen Preferred & Income Opportunities Fund worth $97.6K as of Q2 2026.
Powell Investment Advisors bought 657 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $5.17K.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Powell Investment Advisors's portfolio in Q2 2026, its #144 holding.
Powell Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.