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

RVW Wealth’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	$559K	Hold	70,922	–	–	0.04%	106
2026 Q1	$535K	Hold	70,922	–	–	0.04%	109
2025 Q4	$575K	Hold	70,922	–	–	0.04%	100
2025 Q3	$582K	Hold	70,922	–	–	0.05%	99
2025 Q2	$569K	Hold	70,922	–	–	0.05%	90
2025 Q1	$565K	Hold	70,922	–	–	0.05%	85
2024 Q4	$557K	Buy	70,922 +12,422	+21%	+$99.9K	0.05%	83
2024 Q3	$472K	Hold	58,500	–	–	0.04%	97
2024 Q2	$437K	Hold	58,500	–	–	0.04%	97
2024 Q1	$421K	Hold	58,500	–	–	0.04%	98
2023 Q4	$395K	Hold	58,500	–	–	0.04%	98
2023 Q3	$370K	Hold	58,500	–	–	0.04%	98
2023 Q2	$379K	Hold	58,500	–	–	0.04%	105
2023 Q1	$385K	Buy	+58,500	New	+$428K	0.05%	107

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

RVW Wealth's JPC Position: Q2 2026 in Review

RVW Wealth held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 70,922 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #106.

RVW Wealth first reported a position in JPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $582K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

RVW Wealth held 70,922 shares of Nuveen Preferred & Income Opportunities Fund worth $559K as of Q2 2026.
RVW Wealth left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of RVW Wealth's portfolio in Q2 2026, its #106 holding.
RVW Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
RVW Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $582K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.