Trust Company of Toledo’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Trust Company of Toledo’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	$2.17K	Hold	276	–	–	﹤0.01%	804
2026 Q1	$2.08K	Hold	276	–	–	﹤0.01%	743
2025 Q4	$2.24K	Hold	276	–	–	﹤0.01%	714
2025 Q3	$2.26K	Hold	276	–	–	﹤0.01%	719
2025 Q2	$2.21K	Buy	+276	New	+$2.14K	﹤0.01%	715

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

Trust Company of Toledo's JPC Position: Q2 2026 in Review

Trust Company of Toledo held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 276 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Trust Company of Toledo first reported a position in JPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.26K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Trust Company of Toledo held 276 shares of Nuveen Preferred & Income Opportunities Fund worth $2.17K as of Q2 2026.
Trust Company of Toledo left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #804 holding.
Trust Company of Toledo first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Trust Company of Toledo's Nuveen Preferred & Income Opportunities Fund position peaked at $2.26K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.