Smith Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Smith Asset 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	$7.02M	Sell	890,862 -20,542	-2%	-$162K	5.52%	2
2026 Q1	$6.87M	Sell	911,404 -14,620	-2%	-$118K	5.9%	2
2025 Q4	$7.51M	Sell	926,024 -18,110	-2%	-$147K	6.2%	2
2025 Q3	$7.74M	Buy	944,134 +591,082	+167%	+$4.79M	6.59%	1
2025 Q2	$2.83M	Sell	353,052 -4,201	-1%	-$32.6K	2.44%	15
2025 Q1	$2.84M	Sell	357,253 -2,838	-0.8%	-$22.6K	2.68%	12
2024 Q4	$2.83M	Buy	+360,091	New	+$2.9M	2.76%	12

Other funds holding JPC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

HWAM

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Smith Asset Management's JPC Position: Q2 2026 in Review

Smith Asset Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.3% in Q2 2026, selling an estimated $162K and leaving 890,862 shares worth $7.02M. The position accounts for 5.52% of the portfolio, ranked #2.

Smith Asset Management first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.74M in Q3 2025. 50 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Smith Asset Management held 890,862 shares of Nuveen Preferred & Income Opportunities Fund worth $7.02M as of Q2 2026.
Smith Asset Management sold 20,542 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $162K.
Nuveen Preferred & Income Opportunities Fund made up 5.52% of Smith Asset Management's portfolio in Q2 2026, its #2 holding.
Smith Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Smith Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $7.74M in Q3 2025.
50 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.