Blue Barn Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Blue Barn Wealth’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
2025 Q2	–	Sell	-10,840	Closed	-$86.3K	–	161
2025 Q1	$86.3K	Hold	10,840	–	–	0.05%	149
2024 Q4	$85.2K	Hold	10,840	–	–	0.04%	146
2024 Q3	$87.5K	Hold	10,840	–	–	0.04%	156
2024 Q2	$81K	Hold	10,840	–	–	0.05%	138
2024 Q1	$77.9K	Hold	10,840	–	–	0.04%	134
2023 Q4	$73.3K	Buy	+10,840	New	+$68.9K	0.04%	128

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Blue Barn Wealth's JPC Position: Q2 2025 in Review

Blue Barn Wealth sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 10,840 shares — an estimated $86.3K sold.

Blue Barn Wealth first reported a position in JPC in Q4 2023 and held it in 6 quarters. The position peaked at $87.5K in Q3 2024. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

Blue Barn Wealth reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Blue Barn Wealth sold 10,840 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $86.3K.
Blue Barn Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 6 quarters.
Blue Barn Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $87.5K in Q3 2024.
288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Blue Barn Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.