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Endurance Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Endurance Wealth Management’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
2023
Q2 		$60K Hold
9,328
– – 0.01% 314
2023
Q1 		$61K Buy
+9,328
New +$68.2K 0.01% 324

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Endurance Wealth Management's JPC Position: Q2 2023 in Review

Endurance Wealth Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2023 at 9,328 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #314.

Endurance Wealth Management first reported a position in JPC in Q1 2023 and has held it in 2 quarters since. The position peaked at $61K in Q1 2023. 128 funds tracked by Wall St. Rank hold JPC as of Q2 2023.

  • Endurance Wealth Management held 9,328 shares of Nuveen Preferred & Income Opportunities Fund worth $60K as of Q2 2023.
  • Endurance Wealth Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2023.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #314 holding.
  • Endurance Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and has held it in 2 quarters since.
  • Endurance Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $61K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.