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Strategic Financial Concepts’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Strategic Financial Concepts’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 		– Sell
-17,274
Closed -$130K – 277
2026
Q1 		$130K Buy
17,274
+4,720
+38% +$38.2K 0.03% 297
2025
Q4 		$102K Buy
+12,554
New +$102K 0.09% 126
2025
Q2 		– Sell
-19,768
Closed -$157K – 330
2025
Q1 		$157K Sell
19,768
-1,113
-5% -$8.88K 0.03% 325
2024
Q4 		$164K Buy
20,881
+10,105
+94% +$81.3K 0.03% 325
2024
Q3 		$87K Sell
10,776
-81,518
-88% -$632K 0.03% 243
2024
Q2 		$84.4K Buy
92,294
+71,741
+349% +$515K 0.05% 197
2024
Q1 		$148K Buy
20,553
+9,676
+89% +$68.7K 0.04% 301
2023
Q4 		$73.5K Sell
10,877
-1,373
-11% -$8.73K 0.04% 144
2023
Q3 		$77.5K Hold
12,250
– – 0.03% 262
2023
Q2 		$79.4K Hold
12,250
– – 0.03% 251
2023
Q1 		$80.6K Buy
+12,250
New +$89.5K 0.03% 238

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

Strategic Financial Concepts's JPC Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 17,274 shares — an estimated $130K sold.

Strategic Financial Concepts first reported a position in JPC in Q1 2023 and held it in 11 quarters. The position peaked at $164K in Q4 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,274 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $130K.
  • Strategic Financial Concepts first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and held it in 11 quarters.
  • Strategic Financial Concepts's Nuveen Preferred & Income Opportunities Fund position peaked at $164K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.