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

Diversify 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
2024
Q4 		– Sell
-73,000
Closed -$591K – 663
2024
Q3 		$591K Hold
73,000
– – 0.03% 349
2024
Q2 		$549K Hold
73,000
– – 0.03% 363
2024
Q1 		$523K Buy
+73,000
New +$518K 0.03% 416

Other funds holding JPC

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

Diversify Advisory Services's JPC Position: Q4 2024 in Review

Diversify Advisory Services sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 73,000 shares — an estimated $591K sold.

Diversify Advisory Services first reported a position in JPC in Q1 2024 and held it in 3 quarters. The position peaked at $591K in Q3 2024. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

  • Diversify Advisory Services reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 73,000 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $591K.
  • Diversify Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $591K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.