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

CreativeOne Wealth’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	$142K	Buy	18,079 +192	+1%	+$1.51K	﹤0.01%	1171
2026 Q1	$135K	Buy	17,887 +116	+0.7%	+$938	﹤0.01%	1146
2025 Q4	$144K	Buy	17,771 +3,607	+25%	+$29.3K	﹤0.01%	1147
2025 Q3	$116K	Sell	14,164 -438	-3%	-$3.55K	﹤0.01%	1128
2025 Q2	$117K	Sell	14,602 -319	-2%	-$2.47K	﹤0.01%	1088
2025 Q1	$119K	Buy	14,921 +87	+0.6%	+$694	﹤0.01%	1026
2024 Q4	$117K	Buy	14,834 +3,717	+33%	+$29.9K	﹤0.01%	1039
2024 Q3	$89.7K	Buy	+11,117	New	+$86.2K	﹤0.01%	929

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

CreativeOne Wealth's JPC Position: Q2 2026 in Review

CreativeOne Wealth increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.1% in Q2 2026, buying an estimated $1.51K and bringing the position to 18,079 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

CreativeOne Wealth first reported a position in JPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $144K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

CreativeOne Wealth held 18,079 shares of Nuveen Preferred & Income Opportunities Fund worth $142K as of Q2 2026.
CreativeOne Wealth bought 192 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.51K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1171 holding.
CreativeOne Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
CreativeOne Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $144K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.