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

Modern 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
2025
Q2 		– Sell
-13,407
Closed -$107K – 792
2025
Q1 		$107K Buy
+13,407
New +$107K ﹤0.01% 667

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Modern Wealth Management's JPC Position: Q2 2025 in Review

Modern Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 13,407 shares — an estimated $107K sold.

Modern Wealth Management first reported a position in JPC in Q1 2025 and held it in 1 quarter. The position peaked at $107K in Q1 2025. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

  • Modern Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 13,407 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $107K.
  • Modern Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • Modern Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $107K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.