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Avantax Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Avantax Advisory Services’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 		$350K Sell
43,649
-824
-2% -$6.39K ﹤0.01% 1803
2025
Q1 		$354K Sell
44,473
-6,230
-12% -$49.7K ﹤0.01% 1718
2024
Q4 		$399K Buy
50,703
+9,714
+24% +$78.1K ﹤0.01% 1596
2024
Q3 		$331K Sell
40,989
-687
-2% -$5.33K ﹤0.01% 1684
2024
Q2 		$311K Buy
41,676
+6,000
+17% +$43.1K ﹤0.01% 1673
2024
Q1 		$257K Sell
35,676
-1,343
-4% -$9.53K ﹤0.01% 1396
2023
Q4 		$250K Buy
+37,019
New +$235K ﹤0.01% 1338
2023
Q2 		– Sell
-10,141
Closed -$66.7K – 1542
2023
Q1 		$66.7K Buy
+10,141
New +$74.1K ﹤0.01% 1438
2022
Q4 		– Sell
-16,164
Closed -$112K – 1446
2022
Q3 		$112K Sell
16,164
-3,566
-18% -$27.9K ﹤0.01% 1266
2022
Q2 		$151K Buy
19,730
+678
+4% +$5.41K ﹤0.01% 1227
2022
Q1 		$165K Sell
19,052
-68
-0.4% -$605 ﹤0.01% 1213
2021
Q4 		$187K Buy
19,120
+3,251
+20% +$31.4K ﹤0.01% 1181
2021
Q3 		$158K Sell
15,869
-1,601
-9% -$16K ﹤0.01% 1130
2021
Q2 		$175K Buy
17,470
+106
+0.6% +$1.03K ﹤0.01% 1090
2021
Q1 		$165K Sell
17,364
-26
-0.1% -$240 ﹤0.01% 977
2020
Q4 		$166K Sell
17,390
-5,543
-24% -$49.2K ﹤0.01% 894
2020
Q3 		$196K Sell
22,933
-3,041
-12% -$26.2K ﹤0.01% 1231
2020
Q2 		$213K Sell
25,974
-1,540
-6% -$12.3K 0.01% 764
2020
Q1 		$202K Sell
27,514
-433
-2% -$4.11K 0.01% 719
2019
Q4 		$293K Buy
27,947
+1,725
+7% +$17.5K 0.01% 633
2019
Q3 		$264K Sell
26,222
-13,288
-34% -$132K 0.01% 464
2019
Q2 		$392K Buy
39,510
+3,090
+8% +$29.8K 0.02% 338
2019
Q1 		$347K Buy
36,420
+13,922
+62% +$128K 0.02% 328
2018
Q4 		$186K Buy
+22,498
New +$199K 0.03% 385

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Avantax Advisory Services's JPC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.9% in Q2 2025, selling an estimated $6.39K and leaving 43,649 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Avantax Advisory Services first reported a position in JPC in Q4 2018 and has held it in 24 quarters since. The position peaked at $399K in Q4 2024. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

  • Avantax Advisory Services held 43,649 shares of Nuveen Preferred & Income Opportunities Fund worth $350K as of Q2 2025.
  • Avantax Advisory Services sold 824 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $6.39K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1803 holding.
  • Avantax Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and has held it in 24 quarters since.
  • Avantax Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $399K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.