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

Snowden Capital 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	$120K	Sell	15,202 -8,540	-36%	-$67.2K	﹤0.01%	1313
2026 Q1	$181K	Sell	23,742 -3,882	-14%	-$31.4K	﹤0.01%	1234
2025 Q4	$224K	Buy	27,624 +11,139	+68%	+$90.5K	0.01%	1169
2025 Q3	$136K	Sell	16,485 -6,722	-29%	-$54.5K	﹤0.01%	1216
2025 Q2	$188K	Sell	23,207 -2,972	-11%	-$23K	0.01%	1174
2025 Q1	$210K	Buy	26,179 +2,447	+10%	+$19.5K	0.01%	1139
2024 Q4	$187K	Hold	23,732	–	–	0.01%	1156
2024 Q3	$193K	Hold	23,732	–	–	0.01%	1178
2024 Q2	$179K	Sell	23,732 -2,000	-8%	-$14.4K	0.01%	1149
2024 Q1	$186K	Buy	25,732 +24	+0.1%	+$170	0.01%	1136
2023 Q4	$174K	Buy	+25,708	New	+$164K	0.01%	1085

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

Snowden Capital Advisors's JPC Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 36% in Q2 2026, selling an estimated $67.2K and leaving 15,202 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Snowden Capital Advisors first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $224K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Snowden Capital Advisors held 15,202 shares of Nuveen Preferred & Income Opportunities Fund worth $120K as of Q2 2026.
Snowden Capital Advisors sold 8,540 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $67.2K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1313 holding.
Snowden Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Snowden Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $224K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

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