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

Transcend 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
2025 Q2	–	Sell	-29,807	Closed	-$237K	–	671
2025 Q1	$237K	Hold	29,807	–	–	0.02%	527
2024 Q4	$234K	Sell	29,807 -15,703	-35%	-$126K	0.02%	495
2024 Q3	$367K	Sell	45,510 -425	-0.9%	-$3.3K	0.02%	441
2024 Q2	$343K	Buy	45,935 +3,600	+9%	+$25.9K	0.02%	436
2024 Q1	$304K	Buy	42,335 +27,000	+176%	+$192K	0.02%	409
2023 Q4	$104K	Buy	+15,335	New	+$97.5K	0.01%	493

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Transcend Capital Advisors's JPC Position: Q2 2025 in Review

Transcend Capital Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 29,807 shares — an estimated $237K sold.

Transcend Capital Advisors first reported a position in JPC in Q4 2023 and held it in 6 quarters. The position peaked at $367K in Q3 2024. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

Transcend Capital Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Transcend Capital Advisors sold 29,807 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $237K.
Transcend Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 6 quarters.
Transcend Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $367K in Q3 2024.
288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.