Pacific Wealth Strategies Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Pacific Wealth Strategies Group’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	$158K	Hold	20,000	–	–	0.09%	56
2026 Q1	$151K	Buy	20,000 +7,000	+54%	+$56.6K	0.09%	58
2025 Q4	$105K	Hold	13,000	–	–	0.06%	59
2025 Q3	$107K	Buy	13,000 +3,000	+30%	+$24.3K	0.07%	61
2025 Q2	$80.7K	Hold	10,000	–	–	0.05%	57
2025 Q1	$79.6K	Hold	10,000	–	–	0.06%	52
2024 Q4	$78.6K	Hold	10,000	–	–	0.05%	55
2024 Q3	$80.7K	Hold	10,000	–	–	0.06%	49
2024 Q2	$74.7K	Hold	10,000	–	–	0.06%	47
2024 Q1	$71.9K	Buy	+10,000	New	+$71K	0.06%	48
2022 Q2	–	Sell	-14,562	Closed	-$125K	–	57
2022 Q1	$125K	Buy	14,562 +129	+0.9%	+$1.15K	0.05%	74
2021 Q4	$141K	Buy	14,433 +120	+0.8%	+$1.16K	0.05%	87
2021 Q3	$142K	Buy	+14,313	New	+$143K	0.05%	87

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

Pacific Wealth Strategies Group's JPC Position: Q2 2026 in Review

Pacific Wealth Strategies Group held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 20,000 shares worth $158K. The position accounts for 0.09% of the portfolio, ranked #56.

Pacific Wealth Strategies Group first reported a position in JPC in Q3 2021 and has held it in 13 quarters since. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Pacific Wealth Strategies Group held 20,000 shares of Nuveen Preferred & Income Opportunities Fund worth $158K as of Q2 2026.
Pacific Wealth Strategies Group left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.09% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #56 holding.
Pacific Wealth Strategies Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2021 and has held it in 13 quarters since.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.