Carson Wealth (CWM LLC)
JPC icon

Carson Wealth (CWM LLC)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$85.5K Buy
11,345
+2,546
+29% +$20.6K ﹤0.01% 3400
2025
Q4 		$71K Buy
8,799
+626
+8% +$5.08K ﹤0.01% 3342
2025
Q3 		$67K Sell
8,173
-318
-4% -$2.58K ﹤0.01% 3290
2025
Q2 		$68K Buy
8,491
+12
+0.1% +$93 ﹤0.01% 3026
2025
Q1 		$67K Sell
8,479
-6,260
-42% -$50K ﹤0.01% 2729
2024
Q4 		$116K Buy
14,739
+3,889
+36% +$31.3K ﹤0.01% 2190
2024
Q3 		$88K Buy
10,850
+1,643
+18% +$12.7K ﹤0.01% 2285
2024
Q2 		$69K Buy
9,207
+74
+0.8% +$532 ﹤0.01% 2235
2024
Q1 		$66K Buy
9,133
+1,606
+21% +$11.4K ﹤0.01% 2123
2023
Q4 		$51K Buy
+7,527
New +$47.9K ﹤0.01% 2168
2023
Q3 		– Sell
-300
Closed -$2K – 4343
2023
Q2 		$2K Sell
300
-2,000
-87% -$12.7K ﹤0.01% 3812
2023
Q1 		$15K Buy
2,300
+1,924
+512% +$14.1K ﹤0.01% 2694
2022
Q4 		$3K Sell
376
-1
-0.3% -$7 ﹤0.01% 3425
2022
Q3 		$3K Buy
377
+301
+396% +$2.35K ﹤0.01% 3316
2022
Q2 		$1K Buy
+76
New +$606 ﹤0.01% 3564
2022
Q1 		– Sell
-41
Closed – – 3686
2021
Q4 		$0 Buy
+41
New +$397 ﹤0.01% 3567
2021
Q2 		$1K Hold
122
– – ﹤0.01% 2811
2021
Q1 		$1K Hold
122
– – ﹤0.01% 2811
2020
Q4 		$1K Hold
122
– – ﹤0.01% 2811
2020
Q3 		$1K Hold
122
– – ﹤0.01% 2810
2020
Q2 		$1K Hold
122
– – ﹤0.01% 2810
2020
Q1 		$1K Hold
122
– – ﹤0.01% 2809
2019
Q4 		$1K Hold
122
– – ﹤0.01% 2809
2019
Q3 		$1K Hold
122
– – ﹤0.01% 2809
2019
Q2 		$1K Hold
122
– – ﹤0.01% 2809
2019
Q1 		$1K Buy
+122
New +$1.12K ﹤0.01% 2808

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 $1.37T AUM 24.88% 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

Carson Wealth (CWM LLC)'s JPC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 29% in Q1 2026, buying an estimated $20.6K and bringing the position to 11,345 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Carson Wealth (CWM LLC) first reported a position in JPC in Q1 2019 and has held it in 26 quarters since. The position peaked at $116K in Q4 2024. 321 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,345 shares of Nuveen Preferred & Income Opportunities Fund worth $85.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,546 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $20.6K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3400 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Preferred & Income Opportunities Fund position peaked at $116K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.