Prospera Financial Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Prospera Financial 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	$651K	Buy	82,625 +163	+0.2%	+$1.28K	0.01%	937
2026 Q1	$622K	Buy	82,462 +15,041	+22%	+$122K	0.01%	912
2025 Q4	$547K	Sell	67,421 -1,648	-2%	-$13.4K	0.01%	893
2025 Q3	$566K	Buy	69,069 +17,527	+34%	+$142K	0.01%	885
2025 Q2	$413K	Buy	51,542 +4,558	+10%	+$35.3K	0.01%	975
2025 Q1	$374K	Buy	46,984 +4,780	+11%	+$38.1K	0.01%	902
2024 Q4	$332K	Sell	42,204 -2,713	-6%	-$21.8K	0.01%	889
2024 Q3	$362K	Sell	44,917 -1,837	-4%	-$14.3K	0.01%	847
2024 Q2	$349K	Buy	46,754 +22,267	+91%	+$160K	0.01%	854
2024 Q1	$176K	Sell	24,487 -6,802	-22%	-$48.3K	0.01%	1051
2023 Q4	$212K	Buy	31,289 +17,659	+130%	+$112K	0.01%	982
2023 Q3	$86.3K	Buy	+13,630	New	+$88K	﹤0.01%	979
2022 Q3	–	Sell	-1,500	Closed	-$11K	–	1238
2022 Q2	$11K	Sell	1,500 -8,130	-84%	-$64.9K	﹤0.01%	1324
2022 Q1	$83K	Buy	+9,630	New	+$85.6K	﹤0.01%	1175
2021 Q4	–	Sell	-14,698	Closed	-$146K	–	886
2021 Q3	$146K	Sell	14,698 -843	-5%	-$8.41K	0.01%	771
2021 Q2	$155K	Hold	15,541	–	–	0.01%	768
2021 Q1	$147K	Buy	+15,541	New	+$143K	0.01%	727
2020 Q4	–	Sell	-1,500	Closed	-$13K	–	1130
2020 Q3	$13K	Buy	+1,500	New	+$12.9K	0.01%	1035
2017 Q2	–	Sell	-53,915	Closed	-$529K	–	443
2017 Q1	$529K	Sell	53,915 -500	-0.9%	-$4.94K	0.1%	181
2016 Q4	$535K	Buy	54,415 +18,043	+50%	+$173K	0.1%	171
2016 Q3	$364K	Sell	36,372 -10,168	-22%	-$105K	0.07%	227
2016 Q2	$466K	Buy	46,540 +13,375	+40%	+$132K	0.1%	177
2016 Q1	$310K	Buy	33,165 +17,315	+109%	+$160K	0.07%	212
2015 Q4	$145K	Buy	+15,850	New	+$145K	0.03%	278

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

Prospera Financial Services's JPC Position: Q2 2026 in Review

Prospera Financial Services increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.2% in Q2 2026, buying an estimated $1.28K and bringing the position to 82,625 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #937.

Prospera Financial Services first reported a position in JPC in Q4 2015 and has held it in 24 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Prospera Financial Services held 82,625 shares of Nuveen Preferred & Income Opportunities Fund worth $651K as of Q2 2026.
Prospera Financial Services bought 163 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.28K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #937 holding.
Prospera Financial Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2015 and has held it in 24 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.