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

Core 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 		$419K Buy
+53,224
New +$419K 0.18% 113

Other funds holding JPC

GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Core Wealth Partners opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 53,224 shares worth $419K. The stake represents 0.18% of the portfolio and ranks #113 among its holdings.

98 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Core Wealth Partners held 53,224 shares of Nuveen Preferred & Income Opportunities Fund worth $419K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Core Wealth Partners position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.18% of Core Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • 98 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.