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Aptus Capital Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Aptus 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
Q1 		– Sell
-11,948
Closed -$93.9K – 1469
2024
Q4 		$93.9K Sell
11,948
-4,944
-29% -$39.8K ﹤0.01% 1023
2024
Q3 		$136K Hold
16,892
– – ﹤0.01% 814
2024
Q2 		$126K Sell
16,892
-3,204
-16% -$23K ﹤0.01% 791
2024
Q1 		$144K Buy
+20,096
New +$143K ﹤0.01% 770

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

Aptus Capital Advisors's JPC Position: Q1 2025 in Review

Aptus Capital Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 11,948 shares — an estimated $93.9K sold.

Aptus Capital Advisors first reported a position in JPC in Q1 2024 and held it in 4 quarters. The position peaked at $144K in Q1 2024. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

  • Aptus Capital Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 11,948 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $93.9K.
  • Aptus Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 4 quarters.
  • Aptus Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $144K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.