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

Sowell 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
Q1 		– Sell
-154,997
Closed -$1.26M – 1157
2025
Q4 		$1.26M Sell
154,997
-280
-0.2% -$2.27K 0.05% 384
2025
Q3 		$1.27M Buy
+155,277
New +$1.26M 0.05% 371
2025
Q2 		– Sell
-252,300
Closed -$2.01M – 1070
2025
Q1 		$2.01M Sell
252,300
-61,612
-20% -$492K 0.09% 238
2024
Q4 		$2.47M Buy
313,912
+3,534
+1% +$28.4K 0.13% 176
2024
Q3 		$2.53M Sell
310,378
-18,429
-6% -$143K 0.12% 195
2024
Q2 		$2.48M Sell
328,807
-1,293
-0.4% -$9.29K 0.12% 179
2024
Q1 		$2.39M Buy
330,100
+78,533
+31% +$557K 0.11% 190
2023
Q4 		$1.7M Buy
+251,567
New +$1.6M 0.09% 238
2021
Q2 		– Sell
-5,588
Closed -$55K – 1677
2021
Q1 		$55K Buy
5,588
+4,627
+481% +$42.7K ﹤0.01% 1615
2020
Q4 		$9K Sell
961
-907
-49% -$8.05K ﹤0.01% 2065
2020
Q3 		$16K Buy
1,868
+15
+0.8% +$129 ﹤0.01% 1653
2020
Q2 		$15K Buy
1,853
+314
+20% +$2.51K ﹤0.01% 1550
2020
Q1 		$11K Sell
1,539
-7,799
-84% -$74K ﹤0.01% 1581
2019
Q4 		$98K Sell
9,338
-214
-2% -$2.17K 0.01% 926
2019
Q3 		$96K Buy
+9,552
New +$94.5K 0.01% 842

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sowell Financial Services's JPC Position: Q1 2026 in Review

Sowell Financial Services sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 154,997 shares — an estimated $1.26M sold.

Sowell Financial Services first reported a position in JPC in Q3 2019 and held it in 15 quarters. The position peaked at $2.53M in Q3 2024. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Sowell Financial Services reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 154,997 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $1.26M.
  • Sowell Financial Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2019 and held it in 15 quarters.
  • Sowell Financial Services's Nuveen Preferred & Income Opportunities Fund position peaked at $2.53M in Q3 2024.
  • 322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.