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

PSI 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	$114K	Sell	14,411 -1,450	-9%	-$11.4K	0.03%	150
2026 Q1	$120K	Buy	+15,861	New	+$128K	0.03%	152
2025 Q3	–	Sell	-19,669	Closed	-$158K	–	141
2025 Q2	$158K	Buy	19,669 +242	+1%	+$1.88K	0.08%	107
2025 Q1	$155K	Buy	19,427 +9,169	+89%	+$73.2K	0.05%	131
2024 Q4	$80.6K	Sell	10,258 -5,858	-36%	-$47.1K	0.02%	202
2024 Q3	$130K	Buy	16,116 +5,300	+49%	+$41.1K	0.04%	160
2024 Q2	$80.8K	Buy	10,816 +4,316	+66%	+$31K	0.03%	203
2024 Q1	$46.7K	Sell	6,500 -6,596	-50%	-$46.8K	0.02%	261
2023 Q4	$88.5K	Buy	+13,096	New	+$83.3K	0.03%	198
2020 Q1	–	Sell	-210	Closed	-$2K	–	355
2019 Q4	$2K	Buy	+210	New	+$2.13K	﹤0.01%	615

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

PSI Advisors's JPC Position: Q2 2026 in Review

PSI Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 9.1% in Q2 2026, selling an estimated $11.4K and leaving 14,411 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #150.

PSI Advisors first reported a position in JPC in Q4 2019 and has held it in 10 quarters since. The position peaked at $158K in Q2 2025. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

PSI Advisors held 14,411 shares of Nuveen Preferred & Income Opportunities Fund worth $114K as of Q2 2026.
PSI Advisors sold 1,450 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $11.4K.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of PSI Advisors's portfolio in Q2 2026, its #150 holding.
PSI Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and has held it in 10 quarters since.
PSI Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $158K in Q2 2025.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.