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

Centurion 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	$463K	Sell	58,732 -8,252	-12%	-$64.9K	0.11%	169
2026 Q1	$505K	Sell	66,984 -764	-1%	-$6.18K	0.11%	165
2025 Q4	$549K	Sell	67,748 -302	-0.4%	-$2.45K	0.12%	149
2025 Q3	$558K	Sell	68,050 -479	-0.7%	-$3.88K	0.13%	140
2025 Q2	$550K	Sell	68,529 -849	-1%	-$6.58K	0.16%	111
2025 Q1	$545K	Hold	69,378	–	–	0.17%	94
2024 Q4	$545K	Buy	69,378 +11,143	+19%	+$89.6K	0.17%	94
2024 Q3	$470K	Buy	+58,235	New	+$452K	0.15%	106
2024 Q1	$334K	Buy	46,476 +21,551	+86%	+$153K	0.13%	112
2023 Q4	$168K	Buy	+24,925	New	+$159K	0.07%	164

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

Centurion Wealth Management's JPC Position: Q2 2026 in Review

Centurion Wealth Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 12% in Q2 2026, selling an estimated $64.9K and leaving 58,732 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #169.

Centurion Wealth Management first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $558K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Centurion Wealth Management held 58,732 shares of Nuveen Preferred & Income Opportunities Fund worth $463K as of Q2 2026.
Centurion Wealth Management sold 8,252 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $64.9K.
Nuveen Preferred & Income Opportunities Fund made up 0.11% of Centurion Wealth Management's portfolio in Q2 2026, its #169 holding.
Centurion Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Centurion Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $558K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.