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BOLTON SECURITIES CORPORATION’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$23.4K Buy
+3,100
New +$25.1K ﹤0.01% 1420
2025
Q3 		$25.4K Buy
+3,100
New +$25.1K ﹤0.01% 1333
2025
Q1 		$24.7K Buy
+3,100
New +$24.7K ﹤0.01% 1233

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JPC Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026: 3,100 shares worth $23.4K. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in JPC as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in JPC in Q1 2025 and has held it in 3 quarters since. The position peaked at $25.4K in Q3 2025. 325 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 3,100 shares of Nuveen Preferred & Income Opportunities Fund worth $23.4K as of Q1 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1420 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Nuveen Preferred & Income Opportunities Fund position peaked at $25.4K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.