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

Tradition 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	$93.3K	Hold	11,838	–	–	0.01%	523
2026 Q1	$89.3K	Sell	11,838 -839	-7%	-$6.78K	0.01%	496
2025 Q4	$103K	Hold	12,677	–	–	0.01%	477
2025 Q3	$104K	Sell	12,677 -692	-5%	-$5.61K	0.01%	472
2025 Q2	$107K	Hold	13,369	–	–	0.01%	442
2025 Q1	$106K	Hold	13,369	–	–	0.01%	420
2024 Q4	$105K	Hold	13,369	–	–	0.01%	406
2024 Q3	$108K	Hold	13,369	–	–	0.01%	397
2024 Q2	$99.9K	Hold	13,369	–	–	0.01%	392
2024 Q1	$96.1K	Hold	13,369	–	–	0.01%	380
2023 Q4	$90K	Buy	+13,369	New	+$85K	0.01%	503

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Tradition Wealth Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 11,838 shares worth $93.3K. The position accounts for 0.01% of the portfolio, ranked #523.

Tradition Wealth Management first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $108K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Tradition Wealth Management held 11,838 shares of Nuveen Preferred & Income Opportunities Fund worth $93.3K as of Q2 2026.
Tradition Wealth Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #523 holding.
Tradition Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Tradition Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $108K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.