Atria Wealth Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Atria Wealth Solutions’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 Q2	$170K	Sell	20,922 -63,159	-75%	-$490K	﹤0.01%	1405
2025 Q1	$673K	Buy	84,081 +7,608	+10%	+$60.7K	0.01%	1052
2024 Q4	$601K	Sell	76,473 -7,670	-9%	-$61.7K	0.01%	1170
2024 Q3	$682K	Buy	84,143 +856	+1%	+$6.64K	0.01%	1083
2024 Q2	$626K	Buy	83,287 +9,418	+13%	+$67.6K	0.01%	1121
2024 Q1	$534K	Sell	73,869 -24,648	-25%	-$175K	0.01%	1230
2023 Q4	$666K	Buy	98,517 +82,092	+500%	+$522K	0.01%	1062
2023 Q3	$105K	Buy	16,425 +100	+0.6%	+$646	﹤0.01%	1775
2023 Q2	$107K	Sell	16,325 -1,300	-7%	-$8.24K	﹤0.01%	1779
2023 Q1	$117K	Sell	17,625 -1,600	-8%	-$11.7K	﹤0.01%	1743
2022 Q4	$140K	Sell	19,225 -500	-3%	-$3.63K	﹤0.01%	1666
2022 Q3	$138K	Buy	+19,725	New	+$154K	﹤0.01%	1603
2022 Q2	–	Sell	-19,125	Closed	-$165K	–	1772
2022 Q1	$165K	Buy	+19,125	New	+$170K	﹤0.01%	1624

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Atria Wealth Solutions's JPC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 75% in Q2 2025, selling an estimated $490K and leaving 20,922 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Atria Wealth Solutions first reported a position in JPC in Q1 2022 and has held it in 13 quarters since. The position peaked at $682K in Q3 2024. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

Atria Wealth Solutions held 20,922 shares of Nuveen Preferred & Income Opportunities Fund worth $170K as of Q2 2025.
Atria Wealth Solutions sold 63,159 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $490K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1405 holding.
Atria Wealth Solutions first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Nuveen Preferred & Income Opportunities Fund position peaked at $682K in Q3 2024.
288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.