Wagner Wealth Management (South Carolina)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Wagner Wealth Management (South Carolina)’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	$104K	Sell	13,244 -10,474	-44%	-$82.4K	0.02%	163
2026 Q1	$179K	Buy	23,718 +253	+1%	+$2.04K	0.04%	138
2025 Q4	$190K	Sell	23,465 -1,103	-4%	-$8.96K	0.04%	136
2025 Q3	$201K	Buy	+24,568	New	+$199K	0.05%	124

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

Wagner Wealth Management (South Carolina)'s JPC Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 44% in Q2 2026, selling an estimated $82.4K and leaving 13,244 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #163.

Wagner Wealth Management (South Carolina) first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $201K in Q3 2025. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Wagner Wealth Management (South Carolina) held 13,244 shares of Nuveen Preferred & Income Opportunities Fund worth $104K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 10,474 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $82.4K.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #163 holding.
Wagner Wealth Management (South Carolina) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
Wagner Wealth Management (South Carolina)'s Nuveen Preferred & Income Opportunities Fund position peaked at $201K in Q3 2025.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.