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Elm3 Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Elm3 Financial Group’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 		– Sell
-10,910
Closed -$86.8K – 114
2025
Q1 		$86.8K Hold
10,910
– – 0.08% 101
2024
Q4 		$85.8K Buy
+10,910
New +$87.8K 0.07% 90

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UBS Group
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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

Elm3 Financial Group's JPC Position: Q2 2025 in Review

Elm3 Financial Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 10,910 shares — an estimated $86.8K sold.

Elm3 Financial Group first reported a position in JPC in Q4 2024 and held it in 2 quarters. The position peaked at $86.8K in Q1 2025. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

  • Elm3 Financial Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 10,910 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $86.8K.
  • Elm3 Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Elm3 Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $86.8K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Elm3 Financial Group's 13F filing for Q2 2025, filed 23 Jul 2025.