World Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

World Investment 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 Q2	$209K	Sell	27,191 -72,736	-73%	-$572K	﹤0.01%	1444
2026 Q1	$753K	Sell	99,927 -396	-0.4%	-$3.2K	0.01%	811
2025 Q4	$814K	Buy	100,323 +81,997	+447%	+$666K	0.01%	758
2025 Q3	$150K	Buy	+18,326	New	+$149K	﹤0.01%	1195

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

World Investment Advisors's JPC Position: Q2 2026 in Review

World Investment Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 73% in Q2 2026, selling an estimated $572K and leaving 27,191 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

World Investment Advisors first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $814K in Q4 2025. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

World Investment Advisors held 27,191 shares of Nuveen Preferred & Income Opportunities Fund worth $209K as of Q2 2026.
World Investment Advisors sold 72,736 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $572K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1444 holding.
World Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
World Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $814K in Q4 2025.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.