SageView Advisory Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

SageView Advisory 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 Q1	–	Sell	-17,539	Closed	-$142K	–	1545
2025 Q4	$142K	Sell	17,539 -10,191	-37%	-$82.8K	﹤0.01%	707
2025 Q3	$227K	Buy	27,730 +13,583	+96%	+$110K	0.01%	594
2025 Q2	$114K	Hold	14,147	–	–	﹤0.01%	606
2025 Q1	$113K	Hold	14,147	–	–	﹤0.01%	590
2024 Q4	$111K	Buy	+14,147	New	+$114K	﹤0.01%	581
2024 Q2	–	Sell	-86,265	Closed	-$3.59M	–	631
2024 Q1	$3.59M	Buy	86,265 +67,824	+368%	+$481K	0.18%	70
2023 Q4	$134K	Buy	+18,441	New	+$117K	0.01%	623

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

SageView Advisory Group's JPC Position: Q1 2026 in Review

SageView Advisory Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 17,539 shares — an estimated $142K sold.

SageView Advisory Group first reported a position in JPC in Q4 2023 and held it in 7 quarters. The position peaked at $3.59M in Q1 2024. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

SageView Advisory Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 17,539 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $142K.
SageView Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
SageView Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $3.59M in Q1 2024.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.