Physician Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Physician Wealth Advisors’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	$231K	Hold	29,367	–	–	0.03%	195
2026 Q1	$221K	Hold	29,367	–	–	0.03%	177
2025 Q4	$238K	Hold	29,367	–	–	0.03%	172
2025 Q3	$241K	Buy	+29,367	New	+$238K	0.03%	163

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

Physician Wealth Advisors's JPC Position: Q2 2026 in Review

Physician Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 29,367 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #195.

Physician Wealth Advisors first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $241K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Physician Wealth Advisors held 29,367 shares of Nuveen Preferred & Income Opportunities Fund worth $231K as of Q2 2026.
Physician Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Physician Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $241K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.