U.S. Capital Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

U.S. Capital Wealth 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	-18,352	Closed	-$149K	–	1048
2025 Q4	$149K	Hold	18,352	–	–	﹤0.01%	951
2025 Q3	$150K	Buy	18,352 +3,750	+26%	+$30.4K	﹤0.01%	910
2025 Q2	$117K	Hold	14,602	–	–	﹤0.01%	865
2025 Q1	$116K	Sell	14,602 -3,200	-18%	-$25.5K	﹤0.01%	818
2024 Q4	$140K	Buy	+17,802	New	+$143K	﹤0.01%	785

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

U.S. Capital Wealth Advisors's JPC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 18,352 shares — an estimated $149K sold.

U.S. Capital Wealth Advisors first reported a position in JPC in Q4 2024 and held it in 5 quarters. The position peaked at $150K in Q3 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 18,352 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $149K.
U.S. Capital Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $150K in Q3 2025.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.