Root Financial Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Root Financial 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 Q1	$2.14K	Buy	+284	New	+$2.3K	﹤0.01%	2286

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Root Financial Partners's JPC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026: 284 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #2286 among its holdings.

320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Root Financial Partners held 284 shares of Nuveen Preferred & Income Opportunities Fund worth $2.14K as of Q1 2026.
Nuveen Preferred & Income Opportunities Fund was a new Root Financial Partners position in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2286 holding.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.