Wealthcare Advisory Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Wealthcare Advisory Partners’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	$1.05M	Sell	133,224 -4,058	-3%	-$31.9K	0.02%	504
2026 Q1	$1.04M	Buy	137,282 +13,831	+11%	+$112K	0.02%	513
2025 Q4	$1M	Buy	123,451 +10,730	+10%	+$87.1K	0.02%	514
2025 Q3	$924K	Buy	112,721 +35,178	+45%	+$285K	0.02%	519
2025 Q2	$622K	Sell	77,543 -6,779	-8%	-$52.6K	0.01%	593
2025 Q1	$671K	Buy	84,322 +1,749	+2%	+$14K	0.02%	523
2024 Q4	$649K	Sell	82,573 -6,126	-7%	-$49.3K	0.02%	520
2024 Q3	$716K	Buy	88,699 +3,187	+4%	+$24.7K	0.02%	490
2024 Q2	$639K	Sell	85,512 -5,778	-6%	-$41.5K	0.02%	485
2024 Q1	$656K	Sell	91,290 -6,664	-7%	-$47.3K	0.02%	490
2023 Q4	$662K	Buy	97,954 +71,014	+264%	+$452K	0.03%	426
2023 Q3	$171K	Buy	26,940 +2,030	+8%	+$13.1K	0.01%	666
2023 Q2	$161K	Buy	+24,910	New	+$158K	0.01%	690
2023 Q1	–	Sell	-28,361	Closed	-$206K	–	718
2022 Q4	$206K	Sell	28,361 -458	-2%	-$3.32K	0.01%	647
2022 Q3	$200K	Sell	28,819 -2,268	-7%	-$17.7K	0.01%	568
2022 Q2	$238K	Hold	31,087	–	–	0.01%	482
2022 Q1	$267K	Sell	31,087 -1,500	-5%	-$13.3K	0.02%	450
2021 Q4	$318K	Hold	32,587	–	–	0.02%	427
2021 Q3	$323K	Sell	32,587 -500	-2%	-$4.99K	0.02%	396
2021 Q2	$330K	Buy	33,087 +300	+0.9%	+$2.92K	0.02%	398
2021 Q1	$311K	Buy	32,787 +20,100	+158%	+$185K	0.02%	386
2020 Q4	$121K	Buy	+12,687	New	+$113K	0.01%	417

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

Wealthcare Advisory Partners's JPC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 3% in Q2 2026, selling an estimated $31.9K and leaving 133,224 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #504.

Wealthcare Advisory Partners first reported a position in JPC in Q4 2020 and has held it in 22 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Wealthcare Advisory Partners held 133,224 shares of Nuveen Preferred & Income Opportunities Fund worth $1.05M as of Q2 2026.
Wealthcare Advisory Partners sold 4,058 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $31.9K.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #504 holding.
Wealthcare Advisory Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 22 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.