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

Liberty 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	$286K	Hold	37,890	–	–	0.04%	209
2026 Q1	$286K	Sell	37,890 -405	-1%	-$3.27K	0.04%	209
2025 Q4	$311K	Buy	+38,295	New	+$311K	0.04%	186
2020 Q2	–	Sell	-425	Closed	-$3K	–	920
2020 Q1	$3K	Buy	+425	New	+$4.03K	﹤0.01%	676

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

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

Liberty Wealth Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 37,890 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #209.

Liberty Wealth Management first reported a position in JPC in Q1 2020 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Liberty Wealth Management held 37,890 shares of Nuveen Preferred & Income Opportunities Fund worth $286K as of Q2 2026.
Liberty Wealth Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #209 holding.
Liberty Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2020 and has held it in 4 quarters since.
Liberty Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $311K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.