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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Waverly Advisors's JPC Position: Q1 2026 in Review

Waverly Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 515% in Q1 2026, buying an estimated $583K and bringing the position to 86,099 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Waverly Advisors first reported a position in JPC in Q2 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Waverly Advisors held 86,099 shares of Nuveen Preferred & Income Opportunities Fund worth $649K as of Q1 2026.
  • Waverly Advisors bought 72,088 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $583K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #967 holding.
  • Waverly Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.