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

Beacon 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 		$131K Buy
16,682
+350
+2% +$2.75K 0.01% 375
2026
Q1 		$123K Buy
16,332
+220
+1% +$1.78K 0.01% 346
2025
Q4 		$131K Buy
16,112
+451
+3% +$3.66K 0.01% 345
2025
Q3 		$128K Buy
15,661
+339
+2% +$2.75K 0.01% 344
2025
Q2 		$123K Buy
15,322
+339
+2% +$2.63K 0.01% 335
2025
Q1 		$119K Buy
14,983
+217
+1% +$1.73K 0.01% 332
2024
Q4 		$116K Buy
14,766
+421
+3% +$3.39K 0.01% 322
2024
Q3 		$116K Buy
14,345
+364
+3% +$2.82K 0.01% 319
2024
Q2 		$104K Buy
13,981
+276
+2% +$1.98K 0.01% 315
2024
Q1 		$98.5K Buy
13,705
+273
+2% +$1.94K 0.01% 315
2023
Q4 		$90.8K Buy
+13,432
New +$85.4K 0.01% 310

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

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

Beacon Financial Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.1% in Q2 2026, buying an estimated $2.75K and bringing the position to 16,682 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #375.

Beacon Financial Group first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Beacon Financial Group held 16,682 shares of Nuveen Preferred & Income Opportunities Fund worth $131K as of Q2 2026.
  • Beacon Financial Group bought 350 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $2.75K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Beacon Financial Group's portfolio in Q2 2026, its #375 holding.
  • Beacon Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • 325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.