Nuveen Preferred & Income Opportunities Fund (JPC) — Institutional Holders, Q2 2026 (page 4)
334 institutional investment managers reported a JPC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $519.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 334. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JPC 13F holders ranked 301–334 of 334
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | PNC FINANCIAL SERVICES GROUP#301 · 1,154 sh | 1,154 | $9.1K | 0.00% | 0.0% |
| 302 | HFM Investment Advisors#302 · 1,043 sh | 1,043 | $8.2K | <0.01% | 0.0% |
| 303 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#303 · 1,006 sh | 1,006 | $7.9K | <0.01% | New |
| 304 | MARK SHEPTOFF FINANCIAL PLANNING#304 · 1,000 sh | 1,000 | $7.9K | <0.01% | New |
| 305 | SWAN Capital#305 · 995 sh | 995 | $7.8K | <0.01% | 0.0% |
| 306 | Private Wealth Asset Management#306 · 960 sh | 960 | $7.6K | <0.01% | New |
| 307 | Larson Financial Group#307 · 921 sh | 921 | $7.3K | <0.01% | -66.7% |
| 308 | Osbon Capital Management#308 · 918 sh | 918 | $7.2K | <0.01% | -91.3% |
| 309 | Pinnacle Bancorp#309 · 902 sh | 902 | $7.1K | — | 0.0% |
| 310 | IFP Advisors#310 · 816 sh | 816 | $6.4K | — | New |
| 311 | Golden State Wealth Management#311 · 774 sh | 774 | $6.1K | <0.01% | +181.5% |
| 312 | Leo H. Evart#312 · 741 sh | 741 | $5.8K | <0.01% | 0.0% |
| 313 | Trust Co#313 · 681 sh | 681 | $5.4K | — | 0.0% |
| 314 | Caldwell#314 · 669 sh | 669 | $5.3K | <0.01% | 0.0% |
| 315 | Medallion Wealth Advisors#315 · 667 sh | 667 | $5.3K | <0.01% | 0.0% |
| 316 | WPG Advisers#316 · 632 sh | 632 | $5.0K | <0.01% | -0.9% |
| 317 | Darwin Wealth Management#317 · 551 sh | 551 | $4.3K | <0.01% | 0.0% |
| 318 | Clark Wealth Partners#318 · 494 sh | 494 | $3.9K | — | 0.0% |
| 319 | LRI Investments#319 · 427 sh | 427 | $3.4K | <0.01% | 0.0% |
| 320 | JPMORGAN CHASE#320 · 400 sh | 400 | $3.1K | 0.00% | +11.4% |
| 321 | SALEM INVESTMENT COUNSELORS#321 · 374 sh | 374 | $3.0K | — | 0.0% |
| 322 | WOLFF WIESE MAGANA#322 · 350 sh | 350 | $2.8K | — | 0.0% |
| 323 | Allied Private Wealth#323 · 335 sh | 335 | $2.6K | <0.01% | — |
| 324 | HIGHLINE WEALTH PARTNERS#324 · 300 sh | 300 | $2.4K | — | 0.0% |
| 325 | OF TOLEDO NA#325 · 276 sh | 276 | $2.2K | — | 0.0% |
| 326 | Parallel Advisors#326 · 136 sh | 136 | $1.1K | 0.00% | 0.0% |
| 327 | JFS WEALTH ADVISORS#327 · 98 sh | 98 | $779.00 | 0.00% | New |
| 328 | CBIZ Investment Advisory Services#328 · 87 sh | 87 | $656.00 | 0.00% | 0.0% |
| 329 | Institute for Wealth Management#329 · 67 sh | 67 | $528.00 | 0.00% | New |
| 330 | Pflug Koory#330 · 66 sh | 66 | $520.00 | — | 0.0% |
| 331 | GAMMA Investing#331 · 28 sh | 28 | $221.00 | — | +300.0% |
| 332 | Buck Wealth Strategies#332 · 20 sh | 20 | $158.00 | 0.00% | New |
| 333 | SFAM#333 · 1 sh | 1 | $8.00 | 0.00% | 0.0% |
| 334 | Quantum Portfolio Management#334 · 6,341 sh | 6,341 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.