Principal Securities’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Principal 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	$536K	Buy	67,977 +252	+0.4%	+$1.98K	0.01%	1043
2026 Q1	$511K	Buy	67,725 +94	+0.1%	+$760	0.01%	980
2025 Q4	$548K	Buy	67,631 +8,917	+15%	+$72.4K	0.01%	906
2025 Q3	$481K	Sell	58,714 -5,656	-9%	-$45.9K	0.01%	923
2025 Q2	$516K	Sell	64,370 -6,771	-10%	-$52.5K	0.01%	843
2025 Q1	$559K	Hold	71,141	–	–	0.01%	733
2024 Q4	$559K	Sell	71,141 -3,559	-5%	-$28.6K	0.01%	730
2024 Q3	$603K	Sell	74,700 -4,694	-6%	-$36.4K	0.01%	694
2024 Q2	$593K	Sell	79,394 -1,185	-1%	-$8.51K	0.02%	643
2024 Q1	$579K	Sell	80,579 -864	-1%	-$6.13K	0.02%	610
2023 Q4	$551K	Buy	+81,443	New	+$518K	0.02%	561

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

Principal Securities's JPC Position: Q2 2026 in Review

Principal Securities increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.37% in Q2 2026, buying an estimated $1.98K and bringing the position to 67,977 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #1043.

Principal Securities first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $603K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Principal Securities held 67,977 shares of Nuveen Preferred & Income Opportunities Fund worth $536K as of Q2 2026.
Principal Securities bought 252 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.98K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1043 holding.
Principal Securities first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Nuveen Preferred & Income Opportunities Fund position peaked at $603K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.