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

Asset One 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 		– Sell
-13,011
Closed -$103K – 361
2026
Q1 		$103K Sell
13,011
-16,839
-56% -$136K 0.01% 335
2025
Q4 		$244K Buy
+29,850
New +$242K 0.03% 242

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset One Wealth Management's JPC Position: Q2 2026 in Review

Asset One Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 13,011 shares — an estimated $103K sold.

Asset One Wealth Management first reported a position in JPC in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 277 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Asset One Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Asset One Wealth Management sold 13,011 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $103K.
  • Asset One Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and held it in 2 quarters.
  • Asset One Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $244K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.