Sound Income Strategies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sound Income Strategies’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	–	Sell	-3,901	Closed	-$30.4K	–	1482
2026 Q1	$30.4K	Hold	3,901	–	–	﹤0.01%	1012
2025 Q4	$31.3K	Hold	3,901	–	–	﹤0.01%	978
2025 Q3	$32K	Sell	3,901 -2,833	-42%	-$23K	﹤0.01%	684
2025 Q2	$54K	Buy	6,734 +2,834	+73%	+$22K	﹤0.01%	502
2025 Q1	$31K	Hold	3,900	–	–	﹤0.01%	618
2024 Q4	$30.7K	Hold	3,900	–	–	﹤0.01%	587
2024 Q3	$31.5K	Sell	3,900 -98	-2%	-$760	﹤0.01%	540
2024 Q2	$29.9K	Hold	3,998	–	–	﹤0.01%	540
2024 Q1	$28.7K	Hold	3,998	–	–	﹤0.01%	528
2023 Q4	$27K	Buy	3,998 +98	+3%	+$623	﹤0.01%	521
2023 Q3	$24.7K	Hold	3,900	–	–	﹤0.01%	400
2023 Q2	$25.3K	Hold	3,900	–	–	﹤0.01%	390
2023 Q1	$25.7K	Hold	3,900	–	–	﹤0.01%	381
2022 Q4	$28.4K	Hold	3,900	–	–	﹤0.01%	342
2022 Q3	$27K	Hold	3,900	–	–	﹤0.01%	316
2022 Q2	$30K	Hold	3,900	–	–	﹤0.01%	291
2022 Q1	$33K	Hold	3,900	–	–	﹤0.01%	284
2021 Q4	$38K	Hold	3,900	–	–	﹤0.01%	264
2021 Q3	$39K	Hold	3,900	–	–	0.01%	254
2021 Q2	$39K	Hold	3,900	–	–	0.01%	255
2021 Q1	$37K	Hold	3,900	–	–	0.01%	255
2020 Q4	$37K	Hold	3,900	–	–	0.01%	238
2020 Q3	$33K	Hold	3,900	–	–	0.01%	222
2020 Q2	$32K	Hold	3,900	–	–	0.01%	210
2020 Q1	$29K	Hold	3,900	–	–	0.01%	192
2019 Q4	$41K	Hold	3,900	–	–	0.01%	148
2019 Q3	$39K	Hold	3,900	–	–	0.01%	144
2019 Q2	$39K	Sell	3,900 -70,235	-95%	-$678K	0.01%	148
2019 Q1	$707K	Hold	74,135	–	–	0.32%	36
2018 Q4	$618K	Sell	74,135 -1,203	-2%	-$10.6K	0.32%	34
2018 Q3	$698K	Sell	75,338 -2,343	-3%	-$21.9K	0.34%	36
2018 Q2	$725K	Buy	77,681 +3,641	+5%	+$35.7K	0.42%	34
2018 Q1	$741K	Buy	74,040 +312	+0.4%	+$3.08K	0.49%	25
2017 Q4	$719K	Buy	+73,728	New	+$771K	0.47%	31

Other funds holding JPC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Sound Income Strategies's JPC Position: Q2 2026 in Review

Sound Income Strategies sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 3,901 shares — an estimated $30.4K sold.

Sound Income Strategies first reported a position in JPC in Q4 2017 and held it in 34 quarters. The position peaked at $741K in Q1 2018. 231 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Sound Income Strategies reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 3,901 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $30.4K.
Sound Income Strategies first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2017 and held it in 34 quarters.
Sound Income Strategies's Nuveen Preferred & Income Opportunities Fund position peaked at $741K in Q1 2018.
231 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.