WealthTrust Axiom’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

WealthTrust Axiom’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	$157K	Hold	19,879	–	–	0.04%	290
2026 Q1	$150K	Hold	19,879	–	–	0.04%	276
2025 Q4	$161K	Hold	19,879	–	–	0.04%	257
2025 Q3	$163K	Hold	19,879	–	–	0.04%	251
2025 Q2	$159K	Hold	19,879	–	–	0.05%	243
2025 Q1	$158K	Sell	19,879 -1,903	-9%	-$15.2K	0.05%	236
2024 Q4	$171K	Hold	21,782	–	–	0.05%	236
2024 Q3	$176K	Buy	21,782 +340	+2%	+$2.64K	0.05%	240
2024 Q2	$160K	Sell	21,442 -888	-4%	-$6.38K	0.05%	229
2024 Q1	$161K	Buy	22,330 +1	+0%	+$7	0.05%	234
2023 Q4	$151K	Buy	+22,329	New	+$142K	0.05%	227

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

WealthTrust Axiom's JPC Position: Q2 2026 in Review

WealthTrust Axiom held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 19,879 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #290.

WealthTrust Axiom first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $176K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

WealthTrust Axiom held 19,879 shares of Nuveen Preferred & Income Opportunities Fund worth $157K as of Q2 2026.
WealthTrust Axiom left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of WealthTrust Axiom's portfolio in Q2 2026, its #290 holding.
WealthTrust Axiom first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
WealthTrust Axiom's Nuveen Preferred & Income Opportunities Fund position peaked at $176K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.