Wealth Enhancement Advisory Services
JPC icon

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

Wealth Enhancement Advisory Services’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 		$2.99M Buy
378,615
+28,044
+8% +$221K 0.01% 1324
2026
Q1 		$2.69M Sell
350,571
-3,027
-0.9% -$24.5K 0.01% 1235
2025
Q4 		$2.89M Buy
353,598
+47,581
+16% +$386K ﹤0.01% 1321
2025
Q3 		$2.51M Buy
306,017
+85,290
+39% +$692K ﹤0.01% 1318
2025
Q2 		$1.79M Buy
220,727
+72,910
+49% +$565K ﹤0.01% 1408
2025
Q1 		$1.18M Buy
147,817
+89,532
+154% +$714K ﹤0.01% 1521
2024
Q4 		$458K Buy
58,285
+34,384
+144% +$277K ﹤0.01% 2052
2024
Q3 		$193K Sell
23,901
-352
-1% -$2.73K ﹤0.01% 2457
2024
Q2 		$181K Sell
24,253
-3,255
-12% -$23.4K ﹤0.01% 2317
2024
Q1 		$198K Sell
27,508
-6,994
-20% -$49.6K ﹤0.01% 2207
2023
Q4 		$233K Buy
34,502
+23,840
+224% +$152K ﹤0.01% 2005
2023
Q3 		$67.5K Buy
+10,662
New +$68.8K ﹤0.01% 2138

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services's JPC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 8% in Q2 2026, buying an estimated $221K and bringing the position to 378,615 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #1324.

Wealth Enhancement Advisory Services first reported a position in JPC in Q3 2023 and has held it in 12 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 378,615 shares of Nuveen Preferred & Income Opportunities Fund worth $2.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 28,044 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $221K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1324 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.