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

Collaborative 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	$95.2K	Buy	12,076 +1,786	+17%	+$14K	0.04%	166
2026 Q1	$77.6K	Hold	10,290	–	–	0.04%	159
2025 Q4	$83.5K	Buy	+10,290	New	+$83.6K	0.03%	238

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

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

Collaborative Wealth Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 17% in Q2 2026, buying an estimated $14K and bringing the position to 12,076 shares worth $95.2K. The position accounts for 0.04% of the portfolio, ranked #166.

Collaborative Wealth Management first reported a position in JPC in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Collaborative Wealth Management held 12,076 shares of Nuveen Preferred & Income Opportunities Fund worth $95.2K as of Q2 2026.
Collaborative Wealth Management bought 1,786 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $14K.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of Collaborative Wealth Management's portfolio in Q2 2026, its #166 holding.
Collaborative Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.