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

Spire 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
Q2 		$692K Buy
87,837
+7,868
+10% +$61.9K 0.02% 469
2026
Q1 		$603K Sell
79,969
-8,300
-9% -$67.1K 0.02% 499
2025
Q4 		$716K Sell
88,269
-1,494
-2% -$12.1K 0.02% 464
2025
Q3 		$736K Sell
89,763
-2,906
-3% -$23.6K 0.03% 439
2025
Q2 		$743K Buy
92,669
+24,273
+35% +$188K 0.03% 425
2025
Q1 		$544K Buy
68,396
+1,493
+2% +$11.9K 0.02% 547
2024
Q4 		$526K Buy
66,903
+1,956
+3% +$15.7K 0.02% 537
2024
Q3 		$524K Buy
64,947
+18,727
+41% +$145K 0.02% 505
2024
Q2 		$345K Sell
46,220
-39,429
-46% -$283K 0.01% 574
2024
Q1 		$616K Buy
85,649
+14,348
+20% +$102K 0.01% 472
2023
Q4 		$498K Buy
71,301
+65,142
+1,058% +$414K 0.02% 518
2023
Q3 		$39K Buy
6,159
+102
+2% +$659 ﹤0.01% 1259
2023
Q2 		$39.3K Buy
6,057
+104
+2% +$659 ﹤0.01% 1299
2023
Q1 		$39.2K Buy
5,953
+1,140
+24% +$8.33K ﹤0.01% 1303
2022
Q4 		$35K Buy
4,813
+138
+3% +$1K ﹤0.01% 1121
2022
Q3 		$32K Sell
4,675
-2,187
-32% -$17.1K ﹤0.01% 1119
2022
Q2 		$52K Sell
6,862
-3,992
-37% -$31.8K ﹤0.01% 1275
2022
Q1 		$93K Sell
10,854
-32,047
-75% -$285K ﹤0.01% 1186
2021
Q4 		$423K Sell
42,901
-2,004
-4% -$19.4K 0.01% 757
2021
Q3 		$445K Sell
44,905
-2,832
-6% -$28.3K 0.01% 625
2021
Q2 		$476K Sell
47,737
-798
-2% -$7.77K 0.01% 621
2021
Q1 		$484K Buy
+48,535
New +$447K 0.01% 681

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

Spire Wealth Management's JPC Position: Q2 2026 in Review

Spire Wealth Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 9.8% in Q2 2026, buying an estimated $61.9K and bringing the position to 87,837 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #469.

Spire Wealth Management first reported a position in JPC in Q1 2021 and has held it in 22 quarters since. The position peaked at $743K in Q2 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Spire Wealth Management held 87,837 shares of Nuveen Preferred & Income Opportunities Fund worth $692K as of Q2 2026.
  • Spire Wealth Management bought 7,868 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $61.9K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Spire Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $743K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.