Sunbelt Securities’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sunbelt Securities’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	$68.5K	Buy	9,084 +1,084	+14%	+$8.76K	﹤0.01%	947
2025 Q4	$64.9K	Buy	8,000 +7,131	+821%	+$57.9K	﹤0.01%	935
2025 Q3	$7.13K	Buy	+869	New	+$7.05K	﹤0.01%	1535
2024 Q2	–	Sell	-4,780	Closed	-$34.4K	–	1794
2024 Q1	$34.4K	Buy	+4,780	New	+$33.9K	﹤0.01%	961
2020 Q1	–	Sell	-11,786	Closed	-$123K	–	513
2019 Q4	$123K	Buy	11,786 +5	+0%	+$51	0.01%	572
2019 Q3	$118K	Buy	+11,781	New	+$117K	0.01%	545

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sunbelt Securities's JPC Position: Q1 2026 in Review

Sunbelt Securities increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 14% in Q1 2026, buying an estimated $8.76K and bringing the position to 9,084 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Sunbelt Securities first reported a position in JPC in Q3 2019 and has held it in 6 quarters since. The position peaked at $123K in Q4 2019. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Sunbelt Securities held 9,084 shares of Nuveen Preferred & Income Opportunities Fund worth $68.5K as of Q1 2026.
Sunbelt Securities bought 1,084 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $8.76K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #947 holding.
Sunbelt Securities first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2019 and has held it in 6 quarters since.
Sunbelt Securities's Nuveen Preferred & Income Opportunities Fund position peaked at $123K in Q4 2019.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.