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Annis Gardner Whiting Capital Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q3 		– Sell
-654
Closed -$5.25K – 1326
2025
Q2 		$5.25K Buy
+654
New +$5.07K ﹤0.01% 839

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's JPC Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 654 shares — an estimated $5.25K sold.

Annis Gardner Whiting Capital Advisors first reported a position in JPC in Q2 2025 and held it in 1 quarter. The position peaked at $5.25K in Q2 2025. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 654 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $5.25K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $5.25K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.