Rothschild Investment LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Rothschild Investment LLC’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	$638K	Buy	80,967 +9,888	+14%	+$77.8K	0.02%	524
2026 Q1	$536K	Buy	71,079 +4,843	+7%	+$39.1K	0.03%	383
2025 Q4	$537K	Sell	66,236 -2,274	-3%	-$18.5K	0.03%	345
2025 Q3	$562K	Sell	68,510 -890	-1%	-$7.22K	0.03%	320
2025 Q2	$557K	Sell	69,400 -358,119	-84%	-$2.78M	0.03%	320
2025 Q1	$3.4M	Sell	427,519 -75,586	-15%	-$603K	0.23%	101
2024 Q4	$3.95M	Sell	503,105 -10,937	-2%	-$88K	0.26%	85
2024 Q3	$4.15M	Sell	514,042 -8,843	-2%	-$68.6K	0.27%	86
2024 Q2	$3.91M	Sell	522,885 -5,816	-1%	-$41.8K	0.27%	83
2024 Q1	$3.8M	Buy	528,701 +8,512	+2%	+$60.4K	0.28%	84
2023 Q4	$3.52M	Buy	+520,189	New	+$3.31M	0.29%	79

Other funds holding JPC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rothschild Investment LLC's JPC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 14% in Q2 2026, buying an estimated $77.8K and bringing the position to 80,967 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #524.

Rothschild Investment LLC first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q3 2024. 189 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Rothschild Investment LLC held 80,967 shares of Nuveen Preferred & Income Opportunities Fund worth $638K as of Q2 2026.
Rothschild Investment LLC bought 9,888 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $77.8K.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #524 holding.
Rothschild Investment LLC first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Nuveen Preferred & Income Opportunities Fund position peaked at $4.15M in Q3 2024.
189 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.