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

Daymark 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	$271K	Sell	34,405 -850	-2%	-$6.68K	0.01%	665
2026 Q1	$266K	Buy	35,255 +850	+2%	+$6.87K	0.01%	614
2025 Q4	$279K	Hold	34,405	–	–	0.01%	502
2025 Q3	$282K	Buy	+34,405	New	+$279K	0.01%	493
2024 Q1	–	Sell	-33,814	Closed	-$229K	–	434
2023 Q4	$229K	Buy	+33,814	New	+$215K	0.01%	367
2023 Q2	–	Sell	-19,609	Closed	-$129K	–	384
2023 Q1	$129K	Buy	+19,609	New	+$143K	0.02%	289

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

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

Daymark Wealth Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.4% in Q2 2026, selling an estimated $6.68K and leaving 34,405 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #665.

Daymark Wealth Partners first reported a position in JPC in Q1 2023 and has held it in 6 quarters since. The position peaked at $282K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Daymark Wealth Partners held 34,405 shares of Nuveen Preferred & Income Opportunities Fund worth $271K as of Q2 2026.
Daymark Wealth Partners sold 850 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $6.68K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #665 holding.
Daymark Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and has held it in 6 quarters since.
Daymark Wealth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $282K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.