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

Ritholtz 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
2026
Q2 		$436K Buy
+55,306
New +$435K 0.01% 908
2025
Q4 		– Sell
-14,550
Closed -$119K – 1148
2025
Q3 		$119K Buy
+14,550
New +$118K ﹤0.01% 1015

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ritholtz Wealth Management's JPC Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 55,306 shares worth $436K. The stake represents 0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in JPC as recently as Q3 2025.

Ritholtz Wealth Management first reported a position in JPC in Q3 2025 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Ritholtz Wealth Management held 55,306 shares of Nuveen Preferred & Income Opportunities Fund worth $436K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Ritholtz Wealth Management position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #908 holding.
  • Ritholtz Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.