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

Berger 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	$194K	Buy	24,565 +221	+0.9%	+$1.74K	0.01%	468
2026 Q1	$184K	Buy	24,344 +165	+0.7%	+$1.33K	0.01%	460
2025 Q4	$196K	Buy	24,179 +544	+2%	+$4.42K	0.01%	459
2025 Q3	$194K	Sell	23,635 -76	-0.3%	-$616	0.01%	434
2025 Q2	$190K	Buy	23,711 +428	+2%	+$3.32K	0.01%	414
2025 Q1	$185K	Buy	23,283 +116	+0.5%	+$926	0.01%	411
2024 Q4	$182K	Sell	23,167 -350	-1%	-$2.81K	0.01%	408
2024 Q3	$190K	Sell	23,517 -165	-0.7%	-$1.28K	0.01%	386
2024 Q2	$177K	Sell	23,682 -1,330	-5%	-$9.55K	0.01%	361
2024 Q1	$180K	Sell	25,012 -4,007	-14%	-$28.4K	0.01%	356
2023 Q4	$196K	Buy	+29,019	New	+$185K	0.02%	299
2021 Q2	–	Sell	-10,076	Closed	-$96K	–	206
2021 Q1	$96K	Hold	10,076	–	–	0.02%	193
2020 Q4	$96K	Buy	+10,076	New	+$89.5K	0.02%	203

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Berger Financial Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.91% in Q2 2026, buying an estimated $1.74K and bringing the position to 24,565 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #468.

Berger Financial Group first reported a position in JPC in Q4 2020 and has held it in 13 quarters since. The position peaked at $196K in Q4 2023. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Berger Financial Group held 24,565 shares of Nuveen Preferred & Income Opportunities Fund worth $194K as of Q2 2026.
Berger Financial Group bought 221 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.74K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #468 holding.
Berger Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 13 quarters since.
Berger Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $196K in Q4 2023.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.