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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
Q2 		– Sell
-284
Closed -$2.14K – 1858
2026
Q1 		$2.14K Buy
+284
New +$2.3K ﹤0.01% 2286

Other funds holding JPC

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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

Root Financial Partners's JPC Position: Q2 2026 in Review

Root Financial Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 284 shares — an estimated $2.14K sold.

Root Financial Partners first reported a position in JPC in Q1 2026 and held it in 1 quarter. The position peaked at $2.14K in Q1 2026. 329 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Root Financial Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 284 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $2.14K.
  • Root Financial Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $2.14K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.