Western Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Western Wealth Management’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	$160K	Sell	20,347 -3,620	-15%	-$28.5K	0.01%	978
2026 Q1	$181K	Buy	+23,967	New	+$194K	0.01%	931
2025 Q1	–	Sell	-23,434	Closed	-$184K	–	725
2024 Q4	$184K	Sell	23,434 -2,174	-8%	-$17.5K	0.01%	735
2024 Q3	$207K	Buy	+25,608	New	+$199K	0.01%	710
2024 Q1	–	Sell	-19,838	Closed	-$134K	–	684
2023 Q4	$134K	Buy	+19,838	New	+$126K	0.01%	677
2022 Q4	–	Sell	-17,963	Closed	-$125K	–	709
2022 Q3	$125K	Buy	17,963 +90	+0.5%	+$703	0.01%	776
2022 Q2	$136K	Buy	17,873 +1,249	+8%	+$9.96K	0.01%	756
2022 Q1	$142K	Buy	+16,624	New	+$148K	0.01%	804
2020 Q4	–	Sell	-12,667	Closed	-$108K	–	482
2020 Q3	$108K	Hold	12,667	–	–	0.02%	429
2020 Q2	$104K	Hold	12,667	–	–	0.02%	409
2020 Q1	$92K	Hold	12,667	–	–	0.02%	362
2019 Q4	$132K	Hold	12,667	–	–	0.02%	397
2019 Q3	$127K	Hold	12,667	–	–	0.03%	383
2019 Q2	$126K	Hold	12,667	–	–	0.02%	395
2019 Q1	$121K	Hold	12,667	–	–	0.03%	372
2018 Q4	$106K	Buy	+12,667	New	+$112K	0.03%	340

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

Western Wealth Management's JPC Position: Q2 2026 in Review

Western Wealth Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 15% in Q2 2026, selling an estimated $28.5K and leaving 20,347 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #978.

Western Wealth Management first reported a position in JPC in Q4 2018 and has held it in 16 quarters since. The position peaked at $207K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Western Wealth Management held 20,347 shares of Nuveen Preferred & Income Opportunities Fund worth $160K as of Q2 2026.
Western Wealth Management sold 3,620 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $28.5K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #978 holding.
Western Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and has held it in 16 quarters since.
Western Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $207K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.