WPG Advisers’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

WPG Advisers’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	$4.98K	Sell	632 -6	-0.9%	-$47	﹤0.01%	972
2026 Q1	$4.81K	Sell	638 -1,836	-74%	-$14.8K	﹤0.01%	890
2025 Q4	$20.1K	Sell	2,474 -810	-25%	-$6.58K	0.01%	504
2025 Q3	$26.9K	Sell	3,284 -243	-7%	-$1.97K	0.02%	438
2025 Q2	$28.3K	Sell	3,527 -1,106	-24%	-$8.57K	0.02%	412
2025 Q1	$36.9K	Sell	4,633 -1,641	-26%	-$13.1K	0.03%	338
2024 Q4	$49.3K	Buy	+6,274	New	+$50.5K	0.05%	293

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

WPG Advisers's JPC Position: Q2 2026 in Review

WPG Advisers reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.94% in Q2 2026, selling an estimated $47 and leaving 632 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

WPG Advisers first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.3K in Q4 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

WPG Advisers held 632 shares of Nuveen Preferred & Income Opportunities Fund worth $4.98K as of Q2 2026.
WPG Advisers sold 6 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $47.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #972 holding.
WPG Advisers first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Nuveen Preferred & Income Opportunities Fund position peaked at $49.3K in Q4 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.