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

Diversify 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	$766K	Buy	99,591 +883	+0.9%	+$6.94K	0.01%	730
2026 Q1	$780K	Buy	98,708 +350	+0.4%	+$2.83K	0.01%	676
2025 Q4	$804K	Sell	98,358 -8,523	-8%	-$69.2K	0.04%	361
2025 Q3	$872K	Buy	106,881 +33,881	+46%	+$275K	0.05%	294
2025 Q2	$589K	Hold	73,000	–	–	0.04%	347
2025 Q1	$564K	Hold	73,000	–	–	0.04%	336
2024 Q4	$581K	Buy	+73,000	New	+$587K	0.05%	323

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

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

Diversify Wealth Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.89% in Q2 2026, buying an estimated $6.94K and bringing the position to 99,591 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #730.

Diversify Wealth Management first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Diversify Wealth Management held 99,591 shares of Nuveen Preferred & Income Opportunities Fund worth $766K as of Q2 2026.
Diversify Wealth Management bought 883 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $6.94K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #730 holding.
Diversify Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Diversify Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $872K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.