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

Tectonic 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 Q1	–	Sell	-50,000	Closed	-$406K	–	295
2025 Q4	$406K	Hold	50,000	–	–	0.02%	281
2025 Q3	$410K	Hold	50,000	–	–	0.02%	287
2025 Q2	$401K	Hold	50,000	–	–	0.02%	285
2025 Q1	$398K	Hold	50,000	–	–	0.02%	273
2024 Q4	$393K	Buy	+50,000	New	+$402K	0.03%	277

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

Tectonic Advisors's JPC Position: Q1 2026 in Review

Tectonic Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 50,000 shares — an estimated $406K sold.

Tectonic Advisors first reported a position in JPC in Q4 2024 and held it in 5 quarters. The position peaked at $410K in Q3 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Tectonic Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Tectonic Advisors sold 50,000 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $406K.
Tectonic Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 5 quarters.
Tectonic Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $410K in Q3 2025.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.