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

Realta Investment 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 		$128K Buy
16,295
+387
+2% +$3.04K 0.04% 235
2026
Q1 		$120K Buy
15,908
+240
+2% +$1.94K 0.04% 222
2025
Q4 		$127K Sell
15,668
-5,916
-27% -$48K 0.04% 213
2025
Q3 		$177K Buy
21,584
+370
+2% +$3K 0.06% 194
2025
Q2 		$170K Buy
21,214
+370
+2% +$2.87K 0.07% 185
2025
Q1 		$166K Buy
20,844
+238
+1% +$1.9K 0.08% 182
2024
Q4 		$165K Buy
20,606
+349
+2% +$2.81K 0.07% 193
2024
Q3 		$164K Buy
20,257
+41
+0.2% +$318 0.08% 192
2024
Q2 		$151K Buy
20,216
+576
+3% +$4.14K 0.03% 426
2024
Q1 		$141K Buy
19,640
+172
+0.9% +$1.22K 0.03% 448
2023
Q4 		$132K Buy
+19,468
New +$124K 0.03% 424
2020
Q1 		– Sell
-675
Closed -$7K – 884
2019
Q4 		$7K Hold
675
– – ﹤0.01% 1244
2019
Q3 		$7K Hold
675
– – ﹤0.01% 1221
2019
Q2 		$6K Hold
675
– – ﹤0.01% 1316
2019
Q1 		$6K Buy
+675
New +$6.21K ﹤0.01% 1032

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Realta Investment Advisors's JPC Position: Q2 2026 in Review

Realta Investment Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.4% in Q2 2026, buying an estimated $3.04K and bringing the position to 16,295 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #235.

Realta Investment Advisors first reported a position in JPC in Q1 2019 and has held it in 15 quarters since. The position peaked at $177K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Realta Investment Advisors held 16,295 shares of Nuveen Preferred & Income Opportunities Fund worth $128K as of Q2 2026.
  • Realta Investment Advisors bought 387 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $3.04K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.04% of Realta Investment Advisors's portfolio in Q2 2026, its #235 holding.
  • Realta Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and has held it in 15 quarters since.
  • Realta Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $177K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.