Thurston Springer Miller Herd & Titak’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Thurston Springer Miller Herd & Titak’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	-99	Closed	-$746	–	1248
2026 Q1	$746	Buy	+99	New	+$800	﹤0.01%	1267
2025 Q3	–	Sell	-10,073	Closed	-$80.8K	–	986
2025 Q2	$80.8K	Hold	10,073	–	–	0.01%	550
2025 Q1	$80.2K	Hold	10,073	–	–	0.01%	507
2024 Q4	$79.2K	Buy	+10,073	New	+$81K	0.02%	432

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

KAS

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's JPC Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 99 shares — an estimated $746 sold.

Thurston Springer Miller Herd & Titak first reported a position in JPC in Q4 2024 and held it in 4 quarters. The position peaked at $80.8K in Q2 2025. 204 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Thurston Springer Miller Herd & Titak reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 99 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $746.
Thurston Springer Miller Herd & Titak first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 4 quarters.
Thurston Springer Miller Herd & Titak's Nuveen Preferred & Income Opportunities Fund position peaked at $80.8K in Q2 2025.
204 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.