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Nuveen Preferred & Income Opportunities Fund

JPC
交易所
NYSE
SEC CIK
0001216583

近 90 天,Nuveen Preferred & Income Opportunities Fund 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 334 家機構在 13F 申報持有,市值合計 $5.19 億;沒有大師持有。

2026 年第 1 季與 2025 年第 4 季比較

持有 Nuveen Preferred & Income Opportunities Fund 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

JPC 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數3307326+3
股數6,525 萬14.8 萬6,496 萬−14.4 萬 (−0.2%)
市值$5.30 億$119.8 萬$4.91 億−$3,768 萬 (−7.1%)

7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(39 家)

2026 年第 1 季季末持有 Nuveen Preferred & Income Opportunities Fund、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 JPC 的機構
機構股數市值佔組合 %
Jupiter Wealth Management LLC168,733$134.6 萬0.53%
Millennium Management LLC99,353$74.9 萬0.00%
XTX Topco Ltd90,392$68.2 萬0.01%
Benchmark Investment Advisors LLC88,000$66.4 萬0.39%
Everstar Asset Management, LLC66,075$49.8 萬0.27%
Kingsbury Capital Investment Advisors LLC65,219$49.2 萬0.46%
Wealth Effects LLC56,090$42.3 萬0.15%
Virtu Financial LLC38,097$28.7 萬0.01%
HRT Financial LP37,687$28.4 萬0.00%
Arkadios Wealth Advisors32,979$24.9 萬0.00%
Smithbridge Asset Management Inc32,062$24.2 萬0.04%
Western Wealth Management, LLC23,967$18.1 萬0.01%
King Luther Capital Management Corp–$13.3 萬0.00%
McAlister, Sweet & Associates, Inc.17,191$13.0 萬0.08%
Wolverine Asset Management LLC16,887$12.7 萬0.00%
Goldman Sachs Group Inc16,828$12.7 萬0.00%
PSI Advisors, LLC15,861$12.0 萬0.03%
Boothbay Fund Management, LLC13,018$9.82 萬0.00%
Beacon Pointe Advisors, LLC12,776$9.63 萬0.00%
Dakota Wealth Management12,092$9.12 萬0.00%
Colony Group, LLC11,948$9.04 萬0.00%
Sagespring Wealth Partners, LLC10,931$8.24 萬0.00%
Osbon Capital Management LLC10,561$7.96 萬0.06%
Opal Wealth Advisors, LLC4,700$3.54 萬0.01%
Mather Group, LLC.4,039$3.05 萬0.00%
FNY Investment Advisers, LLC3,000$2.20 萬0.01%
Larson Financial Group LLC2,765$2.08 萬0.00%
Main Street Group, LTD1,681$1.27 萬0.00%
Leo H. Evart, Inc.741$5,5870.00%
POM Investment Strategies, LLC699$5,2700.01%
Beaird Harris Wealth Management, LLC624$4,7050.00%
Abound Wealth Management588$4,4340.00%
Clark Wealth Partners494$3,7560.00%
Salem Investment Counselors Inc374$2,8440.00%
Root Financial Partners, LLC284$2,1410.00%
Golden State Wealth Management, LLC275$2,0740.00%
BlackRock, Inc.265$1,9980.00%
Jones Financial Companies LLLP140$1,0390.00%
Thurston, Springer, Miller, Herd & Titak, Inc.99$7460.00%

清倉機構(36 家)

2025 年第 4 季季末持有 Nuveen Preferred & Income Opportunities Fund、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 JPC 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Penserra Capital Management LLC922,135$747.8 萬
Campbell Capital Management Inc348,264$282.4 萬
J.W. Cole Advisors, Inc.209,431$169.2 萬
Sowell Financial Services LLC154,997$125.7 萬
Thoma Capital Management LLC154,498$125.3 萬
Anchor Capital Management Group Inc70,000$57.4 萬
Capital Advisors Inc55,837$45.3 萬
Tectonic Advisors LLC50,000$40.5 萬
Elevate Capital Advisors, LLC35,311$28.6 萬
Uptown Financial Advisors LLC31,600$25.6 萬
IFG Advisory, LLC25,661$20.8 萬
RSM US Wealth Management LLC23,723$19.4 萬
Summit Trail Advisors, LLC19,365$15.7 萬
U.S. Capital Wealth Advisors, LLC18,352$14.9 萬
SageView Advisory Group, LLC17,539$14.2 萬
Zacks Investment Management17,521$14.2 萬
CI Private Wealth, LLC17,322$14.1 萬
Segment Wealth Management, LLC15,006$12.2 萬
Client 1st Advisory Group, LLC12,721$10.3 萬
Titleist Asset Management, LLC11,833$9.60 萬
Ironsides Asset Advisors, LLC11,428$9.27 萬
Oakworth Capital, Inc.10,966$8.89 萬
Proathlete Wealth Management LLC9,888$8.02 萬
Flagship Harbor Advisors, LLC3,207$2.60 萬
Dynamic Wealth Strategies, LLC2,499$2.03 萬
Turim 21 Investimentos Ltda.2,215$1.80 萬
Aventura Private Wealth, LLC2,000$1.62 萬
TCTC Holdings, LLC1,999$1.62 萬
Garton & Associates Financial Advisors LLC1,900$1.54 萬
Tucker Asset Management LLC1,249$1.01 萬
BOK Financial Private Wealth, Inc.1,137$9,222
Turning Point Benefit Group, Inc.1,092$8,856
Cape Investment Advisory, Inc.941$7,632
Wealth Preservation Advisors, LLC805$6,529
Navalign, LLC277$2,246
Lloyd Advisory Services, LLC.1$5

尚未申報 2026 年第 1 季的機構(7 家)

2025 年第 4 季季末持有 Nuveen Preferred & Income Opportunities Fund、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 JPC、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Comerica Bank63,701$51.7 萬
Global Retirement Partners, LLC52,594$42.7 萬
Alpha Cubed Investments, LLC16,109$13.1 萬
Maryland Capital Advisors Inc.10,005$8.11 萬
CIBC Private Wealth Group, LLC4,483$3.64 萬
Motiv8 Investments LLC627$5,000
ORG Partners LLC247$2,003