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

Wealth Advisory Solutions’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	$2.06M	Buy	261,844 +42,375	+19%	+$333K	0.42%	53
2026 Q1	$1.65M	Sell	219,469 -54,555	-20%	-$441K	0.37%	60
2025 Q4	$2.22M	Sell	274,024 -358	-0.1%	-$2.91K	0.52%	44
2025 Q3	$2.25M	Sell	274,382 -250	-0.1%	-$2.03K	0.55%	41
2025 Q2	$2.2M	Buy	274,632 +30,549	+13%	+$237K	0.56%	48
2025 Q1	$1.94M	Buy	244,083 +43,490	+22%	+$347K	0.51%	51
2024 Q4	$1.58M	Buy	200,593 +169,820	+552%	+$1.37M	0.44%	50
2024 Q3	$248K	Buy	30,773 +12,701	+70%	+$98.5K	0.07%	112
2024 Q2	$135K	Buy	18,072 +4,072	+29%	+$29.2K	0.04%	122
2024 Q1	$101K	Buy	+14,000	New	+$99.4K	0.03%	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

Wealth Advisory Solutions's JPC Position: Q2 2026 in Review

Wealth Advisory Solutions increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 19% in Q2 2026, buying an estimated $333K and bringing the position to 261,844 shares worth $2.06M. The position accounts for 0.42% of the portfolio, ranked #53.

Wealth Advisory Solutions first reported a position in JPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.25M in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Wealth Advisory Solutions held 261,844 shares of Nuveen Preferred & Income Opportunities Fund worth $2.06M as of Q2 2026.
Wealth Advisory Solutions bought 42,375 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $333K.
Nuveen Preferred & Income Opportunities Fund made up 0.42% of Wealth Advisory Solutions's portfolio in Q2 2026, its #53 holding.
Wealth Advisory Solutions first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
Wealth Advisory Solutions's Nuveen Preferred & Income Opportunities Fund position peaked at $2.25M in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.