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

Beaird Harris 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
-624
Closed -$4.71K – 733
2026
Q1 		$4.71K Buy
+624
New +$5.04K ﹤0.01% 417

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

Beaird Harris Wealth Management's JPC Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 624 shares — an estimated $4.71K sold.

Beaird Harris Wealth Management first reported a position in JPC in Q1 2026 and held it in 1 quarter. The position peaked at $4.71K in Q1 2026. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 624 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $4.71K.
  • Beaird Harris Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $4.71K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.