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

Apollon 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
Q1 		$174K Buy
23,107
+214
+0.9% +$1.73K ﹤0.01% 1330
2025
Q4 		$186K Buy
22,893
+389
+2% +$3.16K ﹤0.01% 1235
2025
Q3 		$185K Buy
22,504
+329
+1% +$2.67K ﹤0.01% 1236
2025
Q2 		$178K Buy
22,175
+330
+2% +$2.56K ﹤0.01% 1189
2025
Q1 		$174K Sell
21,845
-35
-0.2% -$279 ﹤0.01% 1114
2024
Q4 		$172K Buy
21,880
+9,653
+79% +$77.6K ﹤0.01% 1109
2024
Q3 		$98.7K Sell
12,227
-688
-5% -$5.34K ﹤0.01% 1092
2024
Q2 		$96.5K Buy
12,915
+1,235
+11% +$8.87K ﹤0.01% 1050
2024
Q1 		$84K Sell
11,680
-652
-5% -$4.63K ﹤0.01% 1069
2023
Q4 		$83.4K Buy
12,332
+1,123
+10% +$7.14K ﹤0.01% 1043
2023
Q3 		$71K Buy
11,209
+225
+2% +$1.45K ﹤0.01% 879
2023
Q2 		$71.2K Buy
10,984
+230
+2% +$1.46K ﹤0.01% 915
2023
Q1 		$70.8K Buy
10,754
+131
+1% +$957 ﹤0.01% 835
2022
Q4 		$77.3K Buy
10,623
+305
+3% +$2.21K 0.01% 821
2022
Q3 		$72K Buy
10,318
+206
+2% +$1.61K 0.01% 777
2022
Q2 		$77K Buy
+10,112
New +$80.7K 0.01% 721
2021
Q3 		– Sell
-10,089
Closed -$101K – 484
2021
Q2 		$101K Buy
+10,089
New +$98.2K 0.02% 361

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Apollon Wealth Management's JPC Position: Q1 2026 in Review

Apollon Wealth Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.93% in Q1 2026, buying an estimated $1.73K and bringing the position to 23,107 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Apollon Wealth Management first reported a position in JPC in Q2 2021 and has held it in 17 quarters since. The position peaked at $186K in Q4 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Apollon Wealth Management held 23,107 shares of Nuveen Preferred & Income Opportunities Fund worth $174K as of Q1 2026.
  • Apollon Wealth Management bought 214 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $1.73K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1330 holding.
  • Apollon Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2021 and has held it in 17 quarters since.
  • Apollon Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $186K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.