Smith Shellnut Wilson’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Smith Shellnut Wilson’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	$101K	Hold	12,855	–	–	0.04%	161
2026 Q1	$96.9K	Hold	12,855	–	–	0.04%	145
2025 Q4	$104K	Hold	12,855	–	–	0.04%	142
2025 Q3	$105K	Hold	12,855	–	–	0.04%	143
2025 Q2	$103K	Hold	12,855	–	–	0.04%	138
2025 Q1	$102K	Hold	12,855	–	–	0.05%	140
2024 Q4	$101K	Hold	12,855	–	–	0.04%	146
2024 Q3	$104K	Hold	12,855	–	–	0.05%	146
2024 Q2	$96K	Hold	12,855	–	–	0.05%	139
2024 Q1	$92.4K	Hold	12,855	–	–	0.05%	131
2023 Q4	$86.9K	Buy	+12,855	New	+$81.8K	0.05%	125

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

Smith Shellnut Wilson's JPC Position: Q2 2026 in Review

Smith Shellnut Wilson held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 12,855 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #161.

Smith Shellnut Wilson first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $105K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Smith Shellnut Wilson held 12,855 shares of Nuveen Preferred & Income Opportunities Fund worth $101K as of Q2 2026.
Smith Shellnut Wilson left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of Smith Shellnut Wilson's portfolio in Q2 2026, its #161 holding.
Smith Shellnut Wilson first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Smith Shellnut Wilson's Nuveen Preferred & Income Opportunities Fund position peaked at $105K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.