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

BankPlus 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 		$85.8K Hold
10,892
– – 0.04% 126
2026
Q1 		$82.1K Hold
10,892
– – 0.04% 117
2025
Q4 		$88.3K Sell
10,892
-615
-5% -$5K 0.05% 110
2025
Q3 		$94.4K Buy
+11,507
New +$93.3K 0.06% 107

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

BankPlus Wealth Management's JPC Position: Q2 2026 in Review

BankPlus Wealth Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 10,892 shares worth $85.8K. The position accounts for 0.04% of the portfolio, ranked #126.

BankPlus Wealth Management first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $94.4K in Q3 2025. 330 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • BankPlus Wealth Management held 10,892 shares of Nuveen Preferred & Income Opportunities Fund worth $85.8K as of Q2 2026.
  • BankPlus Wealth Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.04% of BankPlus Wealth Management's portfolio in Q2 2026, its #126 holding.
  • BankPlus Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • BankPlus Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $94.4K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.