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

AE 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
2025
Q1 		– Sell
-13,072
Closed -$103K – 2223
2024
Q4 		$103K Buy
+13,072
New +$105K ﹤0.01% 1417
2024
Q1 		– Sell
-366,678
Closed -$2.64M – 1597
2023
Q4 		$2.64M Buy
366,678
+338,787
+1,215% +$2.15M 0.01% 811
2023
Q3 		$177K Sell
27,891
-16,953
-38% -$109K ﹤0.01% 1802
2023
Q2 		$291K Sell
44,844
-22,368
-33% -$142K ﹤0.01% 1629
2023
Q1 		$442K Sell
67,212
-8,301
-11% -$60.7K ﹤0.01% 1404
2022
Q4 		$550K Sell
75,513
-7,661
-9% -$55.6K ﹤0.01% 1266
2022
Q3 		$578K Buy
83,174
+3,164
+4% +$24.7K ﹤0.01% 1177
2022
Q2 		$612K Buy
80,010
+11,091
+16% +$88.5K ﹤0.01% 1098
2022
Q1 		$591K Buy
68,919
+10,892
+19% +$96.8K ﹤0.01% 1147
2021
Q4 		$566K Buy
58,027
+1,631
+3% +$15.8K ﹤0.01% 1209
2021
Q3 		$558K Buy
56,396
+7,454
+15% +$74.4K ﹤0.01% 1132
2021
Q2 		$488K Buy
48,942
+5,224
+12% +$50.9K ﹤0.01% 1147
2021
Q1 		$415K Buy
43,718
+6,136
+16% +$56.6K ﹤0.01% 1109
2020
Q4 		$357K Buy
37,582
+2,393
+7% +$21.2K ﹤0.01% 1071
2020
Q3 		$299K Buy
35,189
+4,834
+16% +$41.6K ﹤0.01% 1042
2020
Q2 		$250K Buy
30,355
+13,743
+83% +$110K ﹤0.01% 1092
2020
Q1 		$122K Sell
16,612
-1,022
-6% -$9.7K ﹤0.01% 1038
2019
Q4 		$184K Sell
17,634
-395
-2% -$4.01K ﹤0.01% 1065
2019
Q3 		$181K Buy
18,029
+1,396
+8% +$13.8K 0.01% 931
2019
Q2 		$165K Buy
16,633
+2,605
+19% +$25.1K 0.01% 912
2019
Q1 		$134K Hold
14,028
– – 0.01% 612
2018
Q4 		$117K Sell
14,028
-299
-2% -$2.64K 0.02% 455
2018
Q3 		$133K Sell
14,327
-450
-3% -$4.21K 0.01% 575
2018
Q2 		$138K Sell
14,777
-384
-3% -$3.77K 0.01% 436
2018
Q1 		$152K Buy
15,161
+1,250
+9% +$12.3K 0.01% 421
2017
Q4 		$144K Sell
13,911
-332
-2% -$3.47K 0.01% 403
2017
Q3 		$151K Buy
14,243
+332
+2% +$3.48K 0.01% 388
2017
Q2 		$145K Buy
+13,911
New +$141K 0.02% 369

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AE Wealth Management's JPC Position: Q1 2025 in Review

AE Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 13,072 shares — an estimated $103K sold.

AE Wealth Management first reported a position in JPC in Q2 2017 and held it in 28 quarters. The position peaked at $2.64M in Q4 2023. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

  • AE Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 13,072 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $103K.
  • AE Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and held it in 28 quarters.
  • AE Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $2.64M in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.