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

Sage Capital 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 Q3	$81.8K	Sell	12,000 -10,500	-47%	-$78.7K	0.03%	162
2026 Q2	$177K	Hold	22,500	–	–	0.07%	158
2026 Q1	$170K	Hold	22,500	–	–	0.08%	152
2025 Q4	$182K	Hold	22,500	–	–	0.08%	147
2025 Q3	$184K	Buy	22,500 +2,000	+10%	+$16.2K	0.08%	146
2025 Q2	$164K	Sell	20,500 -4,000	-16%	-$31K	0.08%	148
2025 Q1	$195K	Buy	24,500 +3,500	+17%	+$27.9K	0.11%	140
2024 Q4	$165K	Hold	21,000	–	–	0.08%	144
2024 Q3	$169K	Buy	+21,000	New	+$163K	0.08%	151

Other funds holding JPC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Sage Capital Management's JPC Position: Q3 2026 in Review

Sage Capital Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 47% in Q3 2026, selling an estimated $78.7K and leaving 12,000 shares worth $81.8K. The position accounts for 0.03% of the portfolio, ranked #162.

Sage Capital Management first reported a position in JPC in Q3 2024 and has held it in 9 quarters since. The position peaked at $195K in Q1 2025. 255 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Sage Capital Management held 12,000 shares of Nuveen Preferred & Income Opportunities Fund worth $81.8K as of Q3 2026.
Sage Capital Management sold 10,500 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $78.7K.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Sage Capital Management's portfolio in Q3 2026, its #162 holding.
Sage Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and has held it in 9 quarters since.
Sage Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $195K in Q1 2025.
255 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Sage Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.