Wolff Wiese Magana’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Wolff Wiese Magana’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	$2.76K	Hold	350	–	–	﹤0.01%	764
2026 Q1	$2.64K	Hold	350	–	–	﹤0.01%	733
2025 Q4	$2.84K	Hold	350	–	–	﹤0.01%	690
2025 Q3	$2.87K	Hold	350	–	–	﹤0.01%	690
2025 Q2	$2.81K	Hold	350	–	–	﹤0.01%	664
2025 Q1	$2.79K	Hold	350	–	–	﹤0.01%	678
2024 Q4	$2.75K	Hold	350	–	–	﹤0.01%	652
2024 Q3	$2.83K	Hold	350	–	–	﹤0.01%	676
2024 Q2	$2.62K	Hold	350	–	–	﹤0.01%	512
2024 Q1	$2.52K	Hold	350	–	–	﹤0.01%	477
2023 Q4	$2.37K	Hold	350	–	–	﹤0.01%	461
2023 Q3	$2.22K	Hold	350	–	–	﹤0.01%	533
2023 Q2	$2.27K	Hold	350	–	–	﹤0.01%	539
2023 Q1	$2.3K	Hold	350	–	–	﹤0.01%	503
2022 Q4	$2.55K	Hold	350	–	–	﹤0.01%	475
2022 Q3	$2K	Hold	350	–	–	﹤0.01%	715
2022 Q2	$3K	Hold	350	–	–	﹤0.01%	694
2022 Q1	$3K	Hold	350	–	–	﹤0.01%	693
2021 Q4	$3K	Buy	+350	New	+$3.38K	﹤0.01%	690

Other funds holding JPC

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return