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

Future Financial 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	$77K	Hold	10,000	–	–	0.05%	131
2026 Q1	$79.3K	Hold	10,000	–	–	0.05%	127
2025 Q4	$80.7K	Hold	10,000	–	–	0.05%	126
2025 Q3	$82K	Hold	10,000	–	–	0.05%	193
2025 Q2	$80.2K	Hold	10,000	–	–	0.05%	189
2025 Q1	$79.6K	Hold	10,000	–	–	0.06%	182
2024 Q4	$78.6K	Hold	10,000	–	–	0.06%	190
2024 Q3	$80.7K	Sell	10,000 -2,000	-17%	-$15.5K	0.06%	195
2024 Q2	$89.6K	Hold	12,000	–	–	0.08%	118
2024 Q1	$86.3K	Buy	+12,000	New	+$85.2K	0.07%	186
2022 Q2	–	Sell	-4,000	Closed	-$34K	–	298
2022 Q1	$34K	Hold	4,000	–	–	0.03%	315
2021 Q4	$39K	Buy	+4,000	New	+$38.7K	0.03%	307

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

Future Financial Wealth Management's JPC Position: Q2 2026 in Review

Future Financial Wealth Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 10,000 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #131.

Future Financial Wealth Management first reported a position in JPC in Q4 2021 and has held it in 12 quarters since. The position peaked at $89.6K in Q2 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Future Financial Wealth Management held 10,000 shares of Nuveen Preferred & Income Opportunities Fund worth $77K as of Q2 2026.
Future Financial Wealth Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.05% of Future Financial Wealth Management's portfolio in Q2 2026, its #131 holding.
Future Financial Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 12 quarters since.
Future Financial Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $89.6K in Q2 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.