WHCI
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W.H. Cornerstone Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

W.H. Cornerstone Investments’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 		$85.9K Buy
10,904
+255
+2% +$2K 0.05% 141
2026
Q1 		$80.3K Buy
10,649
+160
+2% +$1.29K 0.05% 129
2025
Q4 		$85.1K Buy
+10,489
New +$85.2K 0.05% 113

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

W.H. Cornerstone Investments's JPC Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.4% in Q2 2026, buying an estimated $2K and bringing the position to 10,904 shares worth $85.9K. The position accounts for 0.05% of the portfolio, ranked #141.

W.H. Cornerstone Investments first reported a position in JPC in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • W.H. Cornerstone Investments held 10,904 shares of Nuveen Preferred & Income Opportunities Fund worth $85.9K as of Q2 2026.
  • W.H. Cornerstone Investments bought 255 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $2K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.05% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #141 holding.
  • W.H. Cornerstone Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.