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Private Advisor Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Private Advisor Group’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
Q1 		$1.05M Sell
139,034
-11,204
-7% -$90.6K ﹤0.01% 1376
2025
Q4 		$1.22M Sell
150,238
-5,865
-4% -$47.6K 0.01% 1300
2025
Q3 		$1.28M Buy
156,103
+10,547
+7% +$85.5K 0.01% 1232
2025
Q2 		$1.17M Sell
145,556
-12,195
-8% -$94.5K 0.01% 1226
2025
Q1 		$1.26M Buy
157,751
+11,077
+8% +$88.4K 0.01% 1134
2024
Q4 		$1.15M Sell
146,674
-9,361
-6% -$75.3K 0.01% 1154
2024
Q3 		$1.26M Buy
156,035
+10,409
+7% +$80.8K 0.01% 1134
2024
Q2 		$1.09M Sell
145,626
-29,850
-17% -$214K 0.01% 1155
2024
Q1 		$1.26M Sell
175,476
-7,488
-4% -$53.1K 0.01% 1042
2023
Q4 		$1.24M Buy
182,964
+63,021
+53% +$401K 0.01% 1004
2023
Q3 		$759K Sell
119,943
-2,712
-2% -$17.5K 0.01% 1175
2023
Q2 		$795K Sell
122,655
-1,512
-1% -$9.58K 0.01% 1157
2023
Q1 		$817K Sell
124,167
-7,482
-6% -$54.7K 0.01% 1097
2022
Q4 		$958 Sell
131,649
-8,558
-6% -$62.1K ﹤0.01% 1248
2022
Q3 		$974K Sell
140,207
-6,475
-4% -$50.6K 0.01% 930
2022
Q2 		$1.12M Buy
146,682
+199
+0.1% +$1.59K 0.01% 1008
2022
Q1 		$1.26M Sell
146,483
-1
-0% -$9 0.01% 992
2021
Q4 		$1.43M Sell
146,484
-14,401
-9% -$139K 0.01% 950
2021
Q3 		$1.59M Sell
160,885
-16,026
-9% -$160K 0.01% 984
2021
Q2 		$1.77M Sell
176,911
-4,564
-3% -$44.4K 0.02% 809
2021
Q1 		$1.72M Buy
181,475
+892
+0.5% +$8.22K 0.02% 773
2020
Q4 		$1.72M Sell
180,583
-28,834
-14% -$256K 0.02% 708
2020
Q3 		$1.78M Sell
209,417
-43,813
-17% -$377K 0.02% 594
2020
Q2 		$2.08M Sell
253,230
-1,837
-0.7% -$14.7K 0.03% 522
2020
Q1 		$1.87M Sell
255,067
-53,514
-17% -$508K 0.03% 463
2019
Q4 		$3.23M Sell
308,581
-5,007
-2% -$50.9K 0.05% 383
2019
Q3 		$3.15M Sell
313,588
-2,523
-0.8% -$25K 0.05% 392
2019
Q2 		$3.12M Sell
316,111
-56
-0% -$540 0.06% 345
2019
Q1 		$3M Buy
316,167
+1,543
+0.5% +$14.2K 0.06% 325
2018
Q4 		$2.62M Sell
314,624
-141,021
-31% -$1.25M 0.06% 305
2018
Q3 		$4.22M Buy
455,645
+138,278
+44% +$1.29M 0.09% 228
2018
Q2 		$2.99M Buy
317,367
+59,700
+23% +$586K 0.05% 190
2018
Q1 		$2.58M Sell
257,667
-67,018
-21% -$662K 0.1% 206
2017
Q4 		$3.32M Sell
324,685
-280,554
-46% -$2.94M 0.14% 154
2017
Q3 		$6.4M Buy
605,239
+107,750
+22% +$1.13M 0.16% 143
2017
Q2 		$5.21M Buy
+497,489
New +$5.06M 0.14% 157
2016
Q1 		– Sell
-10,008
Closed -$92K – 1082
2015
Q4 		$92K Sell
10,008
-1,884
-16% -$17.2K ﹤0.01% 1029
2015
Q3 		$107K Buy
11,892
+642
+6% +$5.89K 0.01% 952
2015
Q2 		$103K Sell
11,250
-8,100
-42% -$77.3K ﹤0.01% 1002
2015
Q1 		$184K Buy
+19,350
New +$184K 0.01% 905

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Private Advisor Group's JPC Position: Q1 2026 in Review

Private Advisor Group reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 7.5% in Q1 2026, selling an estimated $90.6K and leaving 139,034 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Private Advisor Group first reported a position in JPC in Q1 2015 and has held it in 40 quarters since. The position peaked at $6.4M in Q3 2017. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Private Advisor Group held 139,034 shares of Nuveen Preferred & Income Opportunities Fund worth $1.05M as of Q1 2026.
  • Private Advisor Group sold 11,204 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $90.6K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1376 holding.
  • Private Advisor Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2015 and has held it in 40 quarters since.
  • Private Advisor Group's Nuveen Preferred & Income Opportunities Fund position peaked at $6.4M in Q3 2017.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.