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 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	$185K	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

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Sage Capital Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 22,500 shares worth $177K. The position accounts for 0.07% of the portfolio, ranked #158.

Sage Capital Management first reported a position in JPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $195K in Q1 2025. 113 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Sage Capital Management held 22,500 shares of Nuveen Preferred & Income Opportunities Fund worth $177K as of Q2 2026.
Sage Capital Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.07% of Sage Capital Management's portfolio in Q2 2026, its #158 holding.
Sage Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
Sage Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $195K in Q1 2025.
113 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.