Baird Financial Group
JPC icon

Baird Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Baird Financial Group’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 		$252K Hold
32,014
– – ﹤0.01% 1795
2026
Q1 		$241K Sell
32,014
-1,382
-4% -$11.2K ﹤0.01% 1710
2025
Q4 		$271K Sell
33,396
-200
-0.6% -$1.62K ﹤0.01% 1663
2025
Q3 		$275K Buy
33,596
+16,240
+94% +$132K ﹤0.01% 1656
2025
Q2 		$139K Buy
17,356
+750
+5% +$5.82K ﹤0.01% 1729
2025
Q1 		$132K Sell
16,606
-334,586
-95% -$2.67M ﹤0.01% 1706
2024
Q4 		$2.76M Sell
351,192
-133,397
-28% -$1.07M 0.01% 877
2024
Q3 		$3.91M Buy
484,589
+7,324
+2% +$56.8K 0.01% 754
2024
Q2 		$3.57M Sell
477,265
-5,060
-1% -$36.3K 0.01% 769
2024
Q1 		$3.47M Buy
482,325
+323,669
+204% +$2.3M 0.01% 788
2023
Q4 		$1.07M Buy
158,656
+136,145
+605% +$866K ﹤0.01% 1110
2023
Q3 		$142K Sell
22,511
-950
-4% -$6.13K ﹤0.01% 1644
2023
Q2 		$152K Sell
23,461
-500
-2% -$3.17K ﹤0.01% 1631
2023
Q1 		$158K Hold
23,961
– – ﹤0.01% 1634
2022
Q4 		$175K Buy
23,961
+1,900
+9% +$13.8K ﹤0.01% 1620
2022
Q3 		$153K Hold
22,061
– – ﹤0.01% 1638
2022
Q2 		$169K Sell
22,061
-1,991
-8% -$15.9K ﹤0.01% 1715
2022
Q1 		$206K Buy
24,052
+1,367
+6% +$12.2K ﹤0.01% 1741
2021
Q4 		$221K Buy
22,685
+500
+2% +$4.84K ﹤0.01% 1789
2021
Q3 		$220K Buy
22,185
+10,339
+87% +$103K ﹤0.01% 1780
2021
Q2 		$118K Buy
11,846
+1,475
+14% +$14.4K ﹤0.01% 1724
2021
Q1 		$99K Buy
+10,371
New +$95.6K ﹤0.01% 1671
2015
Q3 		– Sell
-18,138
Closed -$166K – 1287
2015
Q2 		$166K Buy
+18,138
New +$173K ﹤0.01% 1238

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Baird Financial Group's JPC Position: Q2 2026 in Review

Baird Financial Group held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 32,014 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Baird Financial Group first reported a position in JPC in Q2 2015 and has held it in 23 quarters since. The position peaked at $3.91M in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Baird Financial Group held 32,014 shares of Nuveen Preferred & Income Opportunities Fund worth $252K as of Q2 2026.
  • Baird Financial Group left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1795 holding.
  • Baird Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2015 and has held it in 23 quarters since.
  • Baird Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $3.91M in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.