AWE
JPC icon

Avidian Wealth Enterprises’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		– Sell
-16,998
Closed -$134K – 783
2026
Q2 		$134K Buy
+16,998
New +$134K ﹤0.01% 721

Other funds holding JPC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Avidian Wealth Enterprises's JPC Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2026, closing a stake of 16,998 shares — an estimated $134K sold.

Avidian Wealth Enterprises first reported a position in JPC in Q2 2026 and held it in 1 quarter. The position peaked at $134K in Q2 2026. 24 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,998 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $134K.
  • Avidian Wealth Enterprises first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2026 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Nuveen Preferred & Income Opportunities Fund position peaked at $134K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.