Accel Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Accel Wealth Management’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	$487K	Sell	61,818 -3,197	-5%	-$25.1K	0.11%	161
2026 Q1	$490K	Sell	65,015 -3,314	-5%	-$26.8K	0.13%	154
2025 Q4	$554K	Sell	68,329 -2,336	-3%	-$19K	0.15%	139
2025 Q3	$579K	Sell	70,665 -2,751	-4%	-$22.3K	0.17%	131
2025 Q2	$589K	Buy	73,416 +346	+0.5%	+$2.68K	0.2%	116
2025 Q1	$582K	Sell	73,070 -4,508	-6%	-$36K	0.21%	110
2024 Q4	$610K	Sell	77,578 -3,068	-4%	-$24.7K	0.23%	110
2024 Q3	$651K	Sell	80,646 -1,951	-2%	-$15.1K	0.24%	107
2024 Q2	$617K	Sell	82,597 -1,522	-2%	-$10.9K	0.25%	96
2024 Q1	$605K	Buy	84,119 +1,145	+1%	+$8.13K	0.26%	96
2023 Q4	$561K	Buy	+82,974	New	+$528K	0.28%	88
2023 Q2	–	Sell	-3,050	Closed	-$20.1K	–	537
2023 Q1	$20.1K	Hold	3,050	–	–	0.01%	708
2022 Q4	$22.2K	Hold	3,050	–	–	0.01%	524
2022 Q3	$22K	Hold	3,050	–	–	0.01%	530
2022 Q2	$24K	Hold	3,050	–	–	0.01%	493
2022 Q1	$26K	Buy	+3,050	New	+$27.1K	0.01%	500

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

Accel Wealth Management's JPC Position: Q2 2026 in Review

Accel Wealth Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4.9% in Q2 2026, selling an estimated $25.1K and leaving 61,818 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #161.

Accel Wealth Management first reported a position in JPC in Q1 2022 and has held it in 16 quarters since. The position peaked at $651K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Accel Wealth Management held 61,818 shares of Nuveen Preferred & Income Opportunities Fund worth $487K as of Q2 2026.
Accel Wealth Management sold 3,197 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $25.1K.
Nuveen Preferred & Income Opportunities Fund made up 0.11% of Accel Wealth Management's portfolio in Q2 2026, its #161 holding.
Accel Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2022 and has held it in 16 quarters since.
Accel Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $651K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.