Wealthspire Advisors (New York)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Wealthspire Advisors (New York)’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	$1.53M	Buy	202,659 +473	+0.2%	+$3.82K	0.01%	327
2025 Q4	$1.64M	Sell	202,186 -24,300	-11%	-$197K	0.01%	327
2025 Q3	$1.86M	Buy	226,486 +33,441	+17%	+$271K	0.01%	285
2025 Q2	$1.55M	Buy	+193,045	New	+$1.5M	0.01%	317

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s JPC Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.23% in Q1 2026, buying an estimated $3.82K and bringing the position to 202,659 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #327.

Wealthspire Advisors (New York) first reported a position in JPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.86M in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Wealthspire Advisors (New York) held 202,659 shares of Nuveen Preferred & Income Opportunities Fund worth $1.53M as of Q1 2026.
Wealthspire Advisors (New York) bought 473 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $3.82K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #327 holding.
Wealthspire Advisors (New York) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Nuveen Preferred & Income Opportunities Fund position peaked at $1.86M in Q3 2025.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.