180 Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

180 Wealth 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	$102K	Buy	12,897 +34	+0.3%	+$267	0.01%	476
2026 Q1	$97K	Buy	12,863 +22	+0.2%	+$178	0.01%	463
2025 Q4	$104K	Buy	12,841 +22	+0.2%	+$179	0.01%	462
2025 Q3	$105K	Sell	12,819 -250	-2%	-$2.03K	0.01%	445
2025 Q2	$105K	Hold	13,069	–	–	0.01%	413
2025 Q1	$104K	Hold	13,069	–	–	0.02%	399
2024 Q4	$103K	Sell	13,069 -1,137	-8%	-$9.15K	0.02%	414
2024 Q3	$115K	Hold	14,206	–	–	0.02%	427
2024 Q2	$109K	Sell	14,206 -296	-2%	-$2.13K	0.02%	416
2024 Q1	$104K	Hold	14,502	–	–	0.02%	390
2023 Q4	$99.1K	Buy	+14,502	New	+$92.2K	0.02%	374

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

180 Wealth Advisors's JPC Position: Q2 2026 in Review

180 Wealth Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.26% in Q2 2026, buying an estimated $267 and bringing the position to 12,897 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #476.

180 Wealth Advisors first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $115K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

180 Wealth Advisors held 12,897 shares of Nuveen Preferred & Income Opportunities Fund worth $102K as of Q2 2026.
180 Wealth Advisors bought 34 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $267.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of 180 Wealth Advisors's portfolio in Q2 2026, its #476 holding.
180 Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
180 Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $115K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.