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

One Wealth Capital 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	$798K	Buy	101,328 +52,303	+107%	+$411K	0.22%	64
2026 Q1	$389K	Hold	49,025	–	–	0.17%	63
2025 Q4	$398K	Hold	49,025	–	–	0.17%	76
2025 Q3	$402K	Buy	49,025 +1,060	+2%	+$8.6K	0.18%	66
2025 Q2	$385K	Hold	47,965	–	–	0.18%	65
2025 Q1	$382K	Hold	47,965	–	–	0.2%	63
2024 Q4	$377K	Buy	+47,965	New	+$386K	0.19%	64

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

One Wealth Capital Management's JPC Position: Q2 2026 in Review

One Wealth Capital Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 107% in Q2 2026, buying an estimated $411K and bringing the position to 101,328 shares worth $798K. The position accounts for 0.22% of the portfolio, ranked #64.

One Wealth Capital Management first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

One Wealth Capital Management held 101,328 shares of Nuveen Preferred & Income Opportunities Fund worth $798K as of Q2 2026.
One Wealth Capital Management bought 52,303 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $411K.
Nuveen Preferred & Income Opportunities Fund made up 0.22% of One Wealth Capital Management's portfolio in Q2 2026, its #64 holding.
One Wealth Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
330 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

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