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

IHT 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	$324K	Sell	41,102 -4,742	-10%	-$37.3K	0.01%	990
2026 Q1	$346K	Buy	45,844 +13,698	+43%	+$111K	0.01%	963
2025 Q4	$261K	Sell	32,146 -1,407	-4%	-$11.4K	0.01%	1014
2025 Q3	$275K	Buy	+33,553	New	+$272K	0.01%	967

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

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

IHT Wealth Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 10% in Q2 2026, selling an estimated $37.3K and leaving 41,102 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #990.

IHT Wealth Management first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q1 2026. 330 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

IHT Wealth Management held 41,102 shares of Nuveen Preferred & Income Opportunities Fund worth $324K as of Q2 2026.
IHT Wealth Management sold 4,742 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $37.3K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #990 holding.
IHT Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
IHT Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $346K in Q1 2026.
330 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.