Waverly Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Waverly Advisors’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	$580K	Sell	73,658 -12,441	-14%	-$97.8K	﹤0.01%	1104
2026 Q1	$649K	Buy	86,099 +72,088	+515%	+$583K	﹤0.01%	967
2025 Q4	$114K	Hold	14,011	–	–	﹤0.01%	1420
2025 Q3	$115K	Buy	14,011 +2,499	+22%	+$20.3K	﹤0.01%	1251
2025 Q2	$92.3K	Buy	+11,512	New	+$89.3K	﹤0.01%	1167

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

Waverly Advisors's JPC Position: Q2 2026 in Review

Waverly Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 14% in Q2 2026, selling an estimated $97.8K and leaving 73,658 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Waverly Advisors first reported a position in JPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $649K in Q1 2026. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Waverly Advisors held 73,658 shares of Nuveen Preferred & Income Opportunities Fund worth $580K as of Q2 2026.
Waverly Advisors sold 12,441 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $97.8K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1104 holding.
Waverly Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Waverly Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $649K in Q1 2026.
331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.