Prelude Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Prelude Capital Management’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	$2.76M	Buy	350,000 +60,523	+21%	+$476K	0.2%	128
2026 Q1	$2.18M	Sell	289,477 -10,523	-4%	-$85.1K	0.17%	154
2025 Q4	$2.43M	Hold	300,000	–	–	0.18%	126
2025 Q3	$2.46M	Hold	300,000	–	–	0.19%	115
2025 Q2	$2.41M	Hold	300,000	–	–	0.23%	104
2025 Q1	$2.39M	Hold	300,000	–	–	0.18%	124
2024 Q4	$2.36M	Buy	+300,000	New	+$2.41M	0.15%	150
2020 Q1	–	Sell	-85,000	Closed	-$889K	–	1735
2019 Q4	$889K	Hold	85,000	–	–	0.03%	418
2019 Q3	$854K	Buy	85,000 +10,000	+13%	+$99K	0.04%	373
2019 Q2	$743K	Sell	75,000 -50,000	-40%	-$482K	0.04%	416
2019 Q1	$1.19M	Buy	125,000 +75,000	+150%	+$690K	0.07%	289
2018 Q4	$417K	Buy	+50,000	New	+$442K	0.03%	521

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

Prelude Capital Management's JPC Position: Q2 2026 in Review

Prelude Capital Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 21% in Q2 2026, buying an estimated $476K and bringing the position to 350,000 shares worth $2.76M. The position accounts for 0.2% of the portfolio, ranked #128.

Prelude Capital Management first reported a position in JPC in Q4 2018 and has held it in 12 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Prelude Capital Management held 350,000 shares of Nuveen Preferred & Income Opportunities Fund worth $2.76M as of Q2 2026.
Prelude Capital Management bought 60,523 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $476K.
Nuveen Preferred & Income Opportunities Fund made up 0.2% of Prelude Capital Management's portfolio in Q2 2026, its #128 holding.
Prelude Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and has held it in 12 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.