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

Waterfront Wealth’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	$141K	Sell	17,808 -984	-5%	-$7.74K	0.02%	294
2026 Q1	$142K	Sell	18,792 -1,881	-9%	-$15.2K	0.03%	279
2025 Q4	$168K	Buy	20,673 +11	+0.1%	+$89	0.03%	270
2025 Q3	$167K	Buy	20,662 +872	+4%	+$7.07K	0.03%	264
2025 Q2	$159K	Buy	19,790 +11	+0.1%	+$85	0.04%	258
2025 Q1	$157K	Buy	19,779 +7	+0%	+$56	0.04%	252
2024 Q4	$155K	Hold	19,772	–	–	0.04%	249
2024 Q3	$158K	Hold	19,772	–	–	0.04%	249
2024 Q2	$148K	Sell	19,772 -1,977	-9%	-$14.2K	0.04%	239
2024 Q1	$152K	Sell	21,749 -1,471	-6%	-$10.4K	0.04%	238
2023 Q4	$157K	Buy	+23,220	New	+$148K	0.05%	242

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

Waterfront Wealth's JPC Position: Q2 2026 in Review

Waterfront Wealth reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 5.2% in Q2 2026, selling an estimated $7.74K and leaving 17,808 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #294.

Waterfront Wealth first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $168K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Waterfront Wealth held 17,808 shares of Nuveen Preferred & Income Opportunities Fund worth $141K as of Q2 2026.
Waterfront Wealth sold 984 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $7.74K.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of Waterfront Wealth's portfolio in Q2 2026, its #294 holding.
Waterfront Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Waterfront Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $168K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.