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Evolution Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-10,162
Closed -$83.3K – 170
2025
Q3 		$83.3K Hold
10,162
– – 0.01% 162
2025
Q2 		$81.5K Buy
+10,162
New +$78.8K 0.01% 165

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Evolution Wealth Advisors's JPC Position: Q4 2025 in Review

Evolution Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2025, closing a stake of 10,162 shares — an estimated $83.3K sold.

Evolution Wealth Advisors first reported a position in JPC in Q2 2025 and held it in 2 quarters. The position peaked at $83.3K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • Evolution Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 10,162 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $83.3K.
  • Evolution Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Evolution Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $83.3K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Evolution Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.