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

Sanctuary 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	$2.49M	Sell	316,545 -22,432	-7%	-$176K	0.01%	928
2026 Q1	$2.56M	Buy	338,977 +2,160	+0.6%	+$17.5K	0.01%	829
2025 Q4	$2.73M	Buy	336,817 +23,080	+7%	+$187K	0.01%	773
2025 Q3	$2.57M	Buy	313,737 +93,956	+43%	+$762K	0.01%	765
2025 Q2	$1.76M	Buy	219,781 +577	+0.3%	+$4.47K	0.01%	908
2025 Q1	$1.74M	Sell	219,204 -3,378	-2%	-$27K	0.01%	837
2024 Q4	$1.77M	Buy	222,582 +12,348	+6%	+$99.3K	0.01%	919
2024 Q3	$1.69M	Buy	210,234 +24,849	+13%	+$193K	0.01%	970
2024 Q2	$1.3M	Buy	+185,385	New	+$1.33M	0.01%	1050

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

Sanctuary Advisors's JPC Position: Q2 2026 in Review

Sanctuary Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 6.6% in Q2 2026, selling an estimated $176K and leaving 316,545 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #928.

Sanctuary Advisors first reported a position in JPC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.73M in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Sanctuary Advisors held 316,545 shares of Nuveen Preferred & Income Opportunities Fund worth $2.49M as of Q2 2026.
Sanctuary Advisors sold 22,432 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $176K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #928 holding.
Sanctuary Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $2.73M in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

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