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Financial Advocates Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-13,264
Closed -$106K – 707
2025
Q1 		$106K Sell
13,264
-1,921
-13% -$15.3K 0.01% 698
2024
Q4 		$119K Buy
15,185
+34
+0.2% +$273 0.01% 720
2024
Q3 		$122K Buy
15,151
+27
+0.2% +$209 0.01% 736
2024
Q2 		$113K Buy
15,124
+17
+0.1% +$122 0.01% 703
2024
Q1 		$109K Sell
15,107
-1,950
-11% -$13.8K 0.01% 737
2023
Q4 		$115K Buy
+17,057
New +$108K 0.01% 698

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $79.5B AUM 27.1% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Financial Advocates Investment Management's JPC Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 13,264 shares — an estimated $106K sold.

Financial Advocates Investment Management first reported a position in JPC in Q4 2023 and held it in 6 quarters. The position peaked at $122K in Q3 2024. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,264 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $106K.
  • Financial Advocates Investment Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 6 quarters.
  • Financial Advocates Investment Management's Nuveen Preferred & Income Opportunities Fund position peaked at $122K in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.