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

Steel Grove 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	$91.8K	Hold	11,653	–	–	0.01%	222
2026 Q1	$87.9K	Hold	11,653	–	–	0.01%	216
2025 Q4	$94.5K	Hold	11,653	–	–	0.01%	199
2025 Q3	$93.5K	Hold	11,653	–	–	0.01%	178
2025 Q2	$93.5K	Hold	11,653	–	–	0.01%	174
2025 Q1	$92.8K	Hold	11,653	–	–	0.01%	163
2024 Q4	$91.6K	Hold	11,653	–	–	0.01%	182
2024 Q3	$93.9K	Buy	+11,653	New	+$90.4K	0.01%	172
2024 Q2	–	Sell	-11,653	Closed	-$83.8K	–	197
2024 Q1	$83.8K	Sell	11,653 -706	-6%	-$5.01K	0.01%	212
2023 Q4	$83.5K	Buy	+12,359	New	+$78.6K	0.01%	188

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

Steel Grove Capital Advisors's JPC Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 11,653 shares worth $91.8K. The position accounts for 0.01% of the portfolio, ranked #222.

Steel Grove Capital Advisors first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $94.5K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Steel Grove Capital Advisors held 11,653 shares of Nuveen Preferred & Income Opportunities Fund worth $91.8K as of Q2 2026.
Steel Grove Capital Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #222 holding.
Steel Grove Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Steel Grove Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $94.5K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.