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 Q2	$96.3K	Sell	12,226 -530	-4%	-$4.17K	0.06%	128
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 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

Aspire Growth Partners's JPC Position: Q2 2026 in Review

Aspire Growth Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4.2% in Q2 2026, selling an estimated $4.17K and leaving 12,226 shares worth $96.3K. The position accounts for 0.06% of the portfolio, ranked #128.

Aspire Growth Partners first reported a position in JPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $102K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Aspire Growth Partners held 12,226 shares of Nuveen Preferred & Income Opportunities Fund worth $96.3K as of Q2 2026.
Aspire Growth Partners sold 530 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $4.17K.
Nuveen Preferred & Income Opportunities Fund made up 0.06% of Aspire Growth Partners's portfolio in Q2 2026, its #128 holding.
Aspire Growth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
Aspire Growth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $102K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.