Mosaic Family Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mosaic Family Wealth Partners’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	$484K	Hold	61,444	–	–	0.03%	293
2026 Q1	$463K	Buy	61,444 +3,000	+5%	+$24.3K	0.05%	187
2025 Q4	$474K	Hold	58,444	–	–	0.05%	159
2025 Q3	$473K	Hold	58,444	–	–	0.06%	147
2025 Q2	$469K	Hold	58,444	–	–	0.06%	139
2025 Q1	$465K	Hold	58,444	–	–	0.07%	136
2024 Q4	$459K	Hold	58,444	–	–	0.07%	131
2024 Q3	$472K	Hold	58,444	–	–	0.07%	127
2024 Q2	$437K	Sell	58,444 -1,026	-2%	-$7.37K	0.07%	127
2024 Q1	$428K	Sell	59,470 -17,117	-22%	-$121K	0.07%	130
2023 Q4	$518K	Sell	76,587 -2,159	-3%	-$13.7K	0.09%	111
2023 Q3	$498K	Sell	78,746 -5,796	-7%	-$37.4K	0.1%	105
2023 Q2	$548K	Sell	84,542 -1,321	-2%	-$8.37K	0.11%	103
2023 Q1	$565K	Sell	85,863 -1,203	-1%	-$8.79K	0.12%	96
2022 Q4	$634K	Buy	+87,066	New	+$632K	0.18%	86

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

Mosaic Family Wealth Partners's JPC Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 61,444 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #293.

Mosaic Family Wealth Partners first reported a position in JPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $634K in Q4 2022. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Mosaic Family Wealth Partners held 61,444 shares of Nuveen Preferred & Income Opportunities Fund worth $484K as of Q2 2026.
Mosaic Family Wealth Partners left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #293 holding.
Mosaic Family Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $634K in Q4 2022.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.