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Segment Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Segment Wealth 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
Q1 		– Sell
-15,006
Closed -$122K – 332
2025
Q4 		$122K Buy
+15,006
New +$122K 0.01% 316

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Segment Wealth Management's JPC Position: Q1 2026 in Review

Segment Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 15,006 shares — an estimated $122K sold.

Segment Wealth Management first reported a position in JPC in Q4 2025 and held it in 1 quarter. The position peaked at $122K in Q4 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Segment Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 15,006 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $122K.
  • Segment Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Segment Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $122K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.