TS Financial Group (TSFG)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

TS Financial Group (TSFG)’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	$159K	Hold	20,222	–	–	0.02%	223
2026 Q1	$152K	Hold	20,222	–	–	0.02%	202
2025 Q4	$164K	Hold	20,222	–	–	0.02%	191
2025 Q3	$166K	Hold	20,222	–	–	0.03%	190
2025 Q2	$162K	Hold	20,222	–	–	0.03%	180
2025 Q1	$161K	Hold	20,222	–	–	0.03%	165
2024 Q4	$159K	Hold	20,222	–	–	0.03%	171
2024 Q3	$163K	Hold	20,222	–	–	0.04%	164
2024 Q2	$151K	Hold	20,222	–	–	0.04%	167
2024 Q1	$145K	Hold	20,222	–	–	0.04%	165
2023 Q4	$137K	Buy	+20,222	New	+$129K	0.04%	169

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

TS Financial Group (TSFG)'s JPC Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 20,222 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #223.

TS Financial Group (TSFG) first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $166K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

TS Financial Group (TSFG) held 20,222 shares of Nuveen Preferred & Income Opportunities Fund worth $159K as of Q2 2026.
TS Financial Group (TSFG) left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #223 holding.
TS Financial Group (TSFG) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
TS Financial Group (TSFG)'s Nuveen Preferred & Income Opportunities Fund position peaked at $166K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.