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

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

Wolff Wiese Magana's JPC Position: Q2 2026 in Review

Wolff Wiese Magana held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 350 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Wolff Wiese Magana first reported a position in JPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3K in Q2 2022. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Wolff Wiese Magana held 350 shares of Nuveen Preferred & Income Opportunities Fund worth $2.76K as of Q2 2026.
Wolff Wiese Magana left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #764 holding.
Wolff Wiese Magana first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
Wolff Wiese Magana's Nuveen Preferred & Income Opportunities Fund position peaked at $3K in Q2 2022.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.