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SageGuard Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

SageGuard Financial Group’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 		$218K Buy
27,604
+542
+2% +$4.26K 0.03% 199
2026
Q1 		$204K Buy
27,062
+340
+1% +$2.75K 0.03% 189
2025
Q4 		$217K Buy
+26,722
New +$217K 0.03% 171

Other funds holding JPC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SageGuard Financial Group's JPC Position: Q2 2026 in Review

SageGuard Financial Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2% in Q2 2026, buying an estimated $4.26K and bringing the position to 27,604 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #199.

SageGuard Financial Group first reported a position in JPC in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • SageGuard Financial Group held 27,604 shares of Nuveen Preferred & Income Opportunities Fund worth $218K as of Q2 2026.
  • SageGuard Financial Group bought 542 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $4.26K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #199 holding.
  • SageGuard Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.