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Concord Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Concord Wealth Partners’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 		$247K Buy
31,296
+3,146
+11% +$24.7K 0.03% 203
2026
Q1 		$212K Buy
28,150
+425
+2% +$3.44K 0.03% 200
2025
Q4 		$225K Buy
27,725
+164
+0.6% +$1.33K 0.03% 185
2025
Q3 		$226K Buy
27,561
+25,245
+1,090% +$205K 0.03% 182
2025
Q2 		$18.6K Buy
2,316
+53
+2% +$411 ﹤0.01% 473
2025
Q1 		$18K Buy
2,263
+235
+12% +$1.88K ﹤0.01% 442
2024
Q4 		$15.9K Buy
2,028
+5
+0.2% +$40 ﹤0.01% 484
2024
Q3 		$16.3K Buy
2,023
+52
+3% +$403 ﹤0.01% 503
2024
Q2 		$14.7K Buy
1,971
+38
+2% +$273 ﹤0.01% 468
2024
Q1 		$13.9K Buy
1,933
+26
+1% +$185 ﹤0.01% 540
2023
Q4 		$12.9K Buy
+1,907
New +$12.1K ﹤0.01% 538

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 $1.55T AUM 33.47% 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

Concord Wealth Partners's JPC Position: Q2 2026 in Review

Concord Wealth Partners increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 11% in Q2 2026, buying an estimated $24.7K and bringing the position to 31,296 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #203.

Concord Wealth Partners first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Concord Wealth Partners held 31,296 shares of Nuveen Preferred & Income Opportunities Fund worth $247K as of Q2 2026.
  • Concord Wealth Partners bought 3,146 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $24.7K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #203 holding.
  • Concord Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.