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

Shaker 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 		$689K Buy
+87,000
New +$684K 0.22% 101
2025
Q3 		– Sell
-54,700
Closed -$442K – 164
2025
Q2 		$442K Buy
54,700
+1,700
+3% +$13.2K 0.16% 114
2025
Q1 		$422K Buy
53,000
+39,035
+280% +$311K 0.16% 122
2024
Q4 		$110K Sell
13,965
-43,035
-76% -$346K 0.04% 170
2024
Q3 		$464K Buy
+57,000
New +$442K 0.18% 118
2024
Q2 		– Sell
-158,013
Closed -$1.14M – 170
2024
Q1 		$1.14M Sell
158,013
-314,123
-67% -$2.23M 0.44% 72
2023
Q4 		$3.19M Buy
472,136
+305,505
+183% +$1.94M 1.31% 23
2023
Q3 		$1.06M Hold
166,631
– – 0.5% 68
2023
Q2 		$1.09M Buy
166,631
+5,323
+3% +$33.7K 0.47% 73
2023
Q1 		$1.07M Buy
161,308
+106,835
+196% +$781K 0.47% 67
2022
Q4 		$397K Sell
54,473
-2,737
-5% -$19.9K 0.19% 113
2022
Q3 		$398K Buy
57,210
+43,050
+304% +$336K 0.2% 107
2022
Q2 		$108K Sell
14,160
-379,346
-96% -$3.03M 0.05% 132
2022
Q1 		$3.38M Buy
393,506
+23,819
+6% +$212K 1.27% 20
2021
Q4 		$3.61M Buy
369,687
+225,845
+157% +$2.18M 1.27% 21
2021
Q3 		$1.42M Sell
143,842
-12,654
-8% -$126K 0.57% 62
2021
Q2 		$1.56M Sell
156,496
-27,864
-15% -$271K 0.58% 66
2021
Q1 		$1.75M Buy
184,360
+113,742
+161% +$1.05M 0.7% 50
2020
Q4 		$671K Buy
70,618
+5,507
+8% +$48.9K 0.28% 103
2020
Q3 		$553K Buy
65,111
+16,911
+35% +$146K 0.3% 94
2020
Q2 		$397K Sell
48,200
-41,325
-46% -$330K 0.22% 116
2020
Q1 		$657K Buy
89,525
+13,265
+17% +$126K 0.44% 76
2019
Q4 		$798K Buy
76,260
+44,298
+139% +$450K 0.37% 65
2019
Q3 		$321K Buy
+31,962
New +$316K 0.16% 111
2019
Q1 		– Sell
-15,600
Closed -$130K – 135
2018
Q4 		$130K Sell
15,600
-1,500
-9% -$13.3K 0.07% 111
2018
Q3 		$159K Sell
17,100
-900
-5% -$8.42K 0.08% 119
2018
Q2 		$168K Buy
+18,000
New +$177K 0.08% 99
2017
Q2 		– Sell
-140,644
Closed -$1.38M – 123
2017
Q1 		$1.38M Buy
+140,644
New +$1.39M 0.78% 44
2016
Q4 		– Sell
-152,108
Closed -$1.52M – 127
2016
Q3 		$1.52M Buy
+152,108
New +$1.56M 1% 36
2014
Q2 		– Sell
-21,600
Closed -$201K – 162
2014
Q1 		$201K Buy
21,600
+3,100
+17% +$28.3K 0.13% 123
2013
Q4 		$164K Buy
+18,500
New +$161K 0.11% 144

Other funds holding JPC

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Shaker Financial Services opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 87,000 shares worth $689K. The stake represents 0.22% of the portfolio and ranks #101 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in JPC as recently as Q2 2025.

Shaker Financial Services first reported a position in JPC in Q4 2013 and has held it in 31 quarters since. The position peaked at $3.61M in Q4 2021. 50 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Shaker Financial Services held 87,000 shares of Nuveen Preferred & Income Opportunities Fund worth $689K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Shaker Financial Services position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.22% of Shaker Financial Services's portfolio in Q2 2026, its #101 holding.
  • Shaker Financial Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2013 and has held it in 31 quarters since.
  • Shaker Financial Services's Nuveen Preferred & Income Opportunities Fund position peaked at $3.61M in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

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