Sigma Planning Corp’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sigma Planning Corp’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	$195K	Sell	24,728 -178	-0.7%	-$1.4K	﹤0.01%	1342
2026 Q1	$188K	Sell	24,906 -492	-2%	-$3.98K	0.01%	1252
2025 Q4	$206K	Sell	25,398 -15	-0.1%	-$122	0.01%	1216
2025 Q3	$208K	Buy	+25,413	New	+$206K	0.01%	1200
2025 Q2	–	Sell	-12,541	Closed	-$99.8K	–	1298
2025 Q1	$99.8K	Buy	12,541 +4	+0%	+$32	﹤0.01%	1167
2024 Q4	$98.5K	Buy	12,537 +102	+0.8%	+$820	﹤0.01%	1126
2024 Q3	$100K	Buy	12,435 +640	+5%	+$4.96K	﹤0.01%	1170
2024 Q2	$88.1K	Buy	+11,795	New	+$84.7K	﹤0.01%	1145
2023 Q3	–	Sell	-10,510	Closed	-$68.1K	–	1255
2023 Q2	$68.1K	Sell	10,510 -4,165	-28%	-$26.4K	﹤0.01%	1165
2023 Q1	$96.6K	Buy	14,675 +22	+0.2%	+$161	﹤0.01%	1240
2022 Q4	$107K	Buy	14,653 +1,052	+8%	+$7.63K	﹤0.01%	1194
2022 Q3	$95K	Buy	13,601 +35	+0.3%	+$273	﹤0.01%	1198
2022 Q2	$104K	Buy	+13,566	New	+$108K	﹤0.01%	1216
2018 Q2	–	Sell	-11,300	Closed	-$113K	–	923
2018 Q1	$113K	Buy	11,300 +300	+3%	+$2.96K	0.01%	817
2017 Q4	$114K	Buy	11,000 +500	+5%	+$5.23K	0.01%	814
2017 Q3	$111K	Buy	+10,500	New	+$110K	0.01%	819
2017 Q2	–	Sell	-10,500	Closed	-$103K	–	814
2017 Q1	$103K	Hold	10,500	–	–	0.01%	743
2016 Q4	$103K	Buy	+10,500	New	+$101K	0.01%	692

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

Sigma Planning Corp's JPC Position: Q2 2026 in Review

Sigma Planning Corp reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.71% in Q2 2026, selling an estimated $1.4K and leaving 24,728 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Sigma Planning Corp first reported a position in JPC in Q4 2016 and has held it in 18 quarters since. The position peaked at $208K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Sigma Planning Corp held 24,728 shares of Nuveen Preferred & Income Opportunities Fund worth $195K as of Q2 2026.
Sigma Planning Corp sold 178 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.4K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1342 holding.
Sigma Planning Corp first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2016 and has held it in 18 quarters since.
Sigma Planning Corp's Nuveen Preferred & Income Opportunities Fund position peaked at $208K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.