Nuveen Preferred & Income Opportunities Fund
US ˙ NYSE ˙ US67073B1061

SecurityJPC / Nuveen Preferred & Income Opportunities Fund
InstitutionBeacon Financial Group
Latest Disclosed Ownership16,332 shares
Latest Disclosed Value $ 123,143
Beacon Financial Group reports 1.37% increase in ownership of JPC / Nuveen Preferred & Income Opportunities Fund

On April 30, 2026 - Beacon Financial Group filed a 13F-HR form disclosing ownership of 16,332 shares of Nuveen Preferred & Income Opportunities Fund (US:JPC) valued at $123,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 1, 2026 disclosing 16,112 shares of Nuveen Preferred & Income Opportunities Fund. This represents a change in shares of 1.37% during the quarter. The current value of the position is $127,880 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F NUVEEN PREFERRED INCOME COM 67073B106 16,332 220 1.37 123 -5.38 0.0123
2026-04-01 2025-12-31 13F NUVEEN PREFERRED INCOME COM 67073B106 16,112 451 2.88 131 1.56 0.0130
2025-10-08 2025-09-30 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 15,661 339 2.21 128 4.92 0.0126
2025-07-09 2025-06-30 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 15,322 339 2.26 123 2.52 0.0128
2025-04-10 2025-03-31 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 14,983 217 1.47 119 2.59 0.0130
2025-01-29 2024-12-31 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 14,766 421 2.93 116 0.87 0.0125
2024-11-12 2024-09-30 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 14,345 364 2.60 116 10.58 0.0125
2024-08-06 2024-06-30 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 13,981 276 2.01 104 6.12 0.0119
2024-05-07 2024-03-31 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 13,705 273 2.03 99 8.89 0.0113
2024-02-23 2023-12-31 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 13,432 13,432 91 0.0111
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.