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Aspire Growth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Aspire Growth Partners’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 		$96.2K Buy
12,756
+192
+2% +$1.55K 0.07% 121
2025
Q4 		$102K Buy
12,564
+396
+3% +$3.22K 0.07% 123
2025
Q3 		$99.8K Buy
12,168
+296
+2% +$2.4K 0.07% 118
2025
Q2 		$95.2K Buy
11,872
+99
+0.8% +$768 0.08% 114
2025
Q1 		$92.1K Buy
+11,773
New +$93.9K 0.08% 112

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

Aspire Growth Partners's JPC Position: Q1 2026 in Review

Aspire Growth Partners increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.5% in Q1 2026, buying an estimated $1.55K and bringing the position to 12,756 shares worth $96.2K. The position accounts for 0.07% of the portfolio, ranked #121.

Aspire Growth Partners first reported a position in JPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $102K in Q4 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Aspire Growth Partners held 12,756 shares of Nuveen Preferred & Income Opportunities Fund worth $96.2K as of Q1 2026.
  • Aspire Growth Partners bought 192 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $1.55K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.07% of Aspire Growth Partners's portfolio in Q1 2026, its #121 holding.
  • Aspire Growth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • Aspire Growth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $102K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.