Strategic Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Strategic Wealth Partners’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	$22.6K	Sell	3,000 -4,908	-62%	-$39.7K	﹤0.01%	676
2025 Q4	$64.1K	Hold	7,908	–	–	﹤0.01%	476
2025 Q3	$64.8K	Hold	7,908	–	–	﹤0.01%	507
2025 Q2	$63.4K	Buy	+7,908	New	+$61.3K	0.01%	456

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Strategic Wealth Partners's JPC Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 62% in Q1 2026, selling an estimated $39.7K and leaving 3,000 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Strategic Wealth Partners first reported a position in JPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $64.8K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Strategic Wealth Partners held 3,000 shares of Nuveen Preferred & Income Opportunities Fund worth $22.6K as of Q1 2026.
Strategic Wealth Partners sold 4,908 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $39.7K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #676 holding.
Strategic Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
Strategic Wealth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $64.8K in Q3 2025.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.