Sage Capital Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sage Capital 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	$352K	Buy	44,691 +792	+2%	+$6.23K	0.07%	117
2026 Q1	$331K	Buy	43,899 +1,706	+4%	+$13.8K	0.08%	113
2025 Q4	$342K	Buy	42,193 +1,014	+2%	+$8.23K	0.08%	112
2025 Q3	$338K	Sell	41,179 -810	-2%	-$6.57K	0.08%	116
2025 Q2	$337K	Sell	41,989 -4,074	-9%	-$31.6K	0.08%	114
2025 Q1	$367K	Sell	46,063 -4,566	-9%	-$36.4K	0.1%	107
2024 Q4	$398K	Sell	50,629 -4,198	-8%	-$33.8K	0.1%	106
2024 Q3	$442K	Buy	54,827 +2,469	+5%	+$19.2K	0.12%	106
2024 Q2	$391K	Buy	52,358 +7,910	+18%	+$56.8K	0.11%	110
2024 Q1	$320K	Buy	44,448 +720	+2%	+$5.11K	0.09%	113
2023 Q4	$296K	Buy	+43,728	New	+$278K	0.1%	111

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

Sage Capital Advisors's JPC Position: Q2 2026 in Review

Sage Capital Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.8% in Q2 2026, buying an estimated $6.23K and bringing the position to 44,691 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #117.

Sage Capital Advisors first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $442K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Sage Capital Advisors held 44,691 shares of Nuveen Preferred & Income Opportunities Fund worth $352K as of Q2 2026.
Sage Capital Advisors bought 792 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $6.23K.
Nuveen Preferred & Income Opportunities Fund made up 0.07% of Sage Capital Advisors's portfolio in Q2 2026, its #117 holding.
Sage Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Sage Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $442K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.