Valley Brook Capital Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Valley Brook Capital Group’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	$141K	Sell	17,909 -2,397	-12%	-$18.8K	0.08%	119
2026 Q1	$153K	Sell	20,306 -2,690	-12%	-$21.7K	0.1%	109
2025 Q4	$186K	Hold	22,996	–	–	0.12%	117
2025 Q3	$189K	Buy	22,996 +9,507	+70%	+$77.1K	0.13%	120
2025 Q2	$108K	Hold	13,489	–	–	0.08%	114
2025 Q1	$107K	Hold	13,489	–	–	0.08%	111
2024 Q4	$106K	Hold	13,489	–	–	0.08%	113
2024 Q3	$109K	Hold	13,489	–	–	0.08%	117
2024 Q2	$101K	Hold	13,489	–	–	0.08%	112
2024 Q1	$97K	Hold	13,489	–	–	0.08%	118
2023 Q4	$91.2K	Buy	+13,489	New	+$85.8K	0.08%	113
2021 Q2	–	Sell	-6,650	Closed	-$63K	–	270
2021 Q1	$63K	Hold	6,650	–	–	0.06%	199
2020 Q4	$63K	Buy	+6,650	New	+$59K	0.06%	176

Other funds holding JPC

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

CPIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valley Brook Capital Group's JPC Position: Q2 2026 in Review

Valley Brook Capital Group reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 12% in Q2 2026, selling an estimated $18.8K and leaving 17,909 shares worth $141K. The position accounts for 0.08% of the portfolio, ranked #119.

Valley Brook Capital Group first reported a position in JPC in Q4 2020 and has held it in 13 quarters since. The position peaked at $189K in Q3 2025. 187 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Valley Brook Capital Group held 17,909 shares of Nuveen Preferred & Income Opportunities Fund worth $141K as of Q2 2026.
Valley Brook Capital Group sold 2,397 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $18.8K.
Nuveen Preferred & Income Opportunities Fund made up 0.08% of Valley Brook Capital Group's portfolio in Q2 2026, its #119 holding.
Valley Brook Capital Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 13 quarters since.
Valley Brook Capital Group's Nuveen Preferred & Income Opportunities Fund position peaked at $189K in Q3 2025.
187 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.