Vestmark Advisory Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Vestmark Advisory Solutions’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	$241K	Buy	30,609 +1,528	+5%	+$12K	﹤0.01%	1348
2026 Q1	$219K	Sell	29,081 -2,674	-8%	-$21.6K	﹤0.01%	1263
2025 Q4	$258K	Buy	+31,755	New	+$258K	﹤0.01%	1137

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

Vestmark Advisory Solutions's JPC Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 5.3% in Q2 2026, buying an estimated $12K and bringing the position to 30,609 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Vestmark Advisory Solutions first reported a position in JPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Vestmark Advisory Solutions held 30,609 shares of Nuveen Preferred & Income Opportunities Fund worth $241K as of Q2 2026.
Vestmark Advisory Solutions bought 1,528 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $12K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1348 holding.
Vestmark Advisory Solutions first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
Vestmark Advisory Solutions's Nuveen Preferred & Income Opportunities Fund position peaked at $258K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.