Empower Advisory Group
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Empower Advisory Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Empower Advisory 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
2024
Q2 		– Sell
-17,169
Closed -$123K – 503
2024
Q1 		$123K Buy
+17,169
New +$122K ﹤0.01% 492

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Bank of America
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RJA
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Empower Advisory Group's JPC Position: Q2 2024 in Review

Empower Advisory Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2024, closing a stake of 17,169 shares — an estimated $123K sold.

Empower Advisory Group first reported a position in JPC in Q1 2024 and held it in 1 quarter. The position peaked at $123K in Q1 2024. 280 funds tracked by Wall St. Rank hold JPC as of Q2 2024.

  • Empower Advisory Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Empower Advisory Group sold 17,169 Nuveen Preferred & Income Opportunities Fund shares in Q2 2024, an estimated $123K.
  • Empower Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Empower Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $123K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.