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

Gleason 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
Q3 		– Sell
-23
Closed -$187 – 196
2025
Q2 		$187 Hold
23
– – ﹤0.01% 190
2025
Q1 		$181 Buy
23
+1
+5% +$8 ﹤0.01% 186
2024
Q4 		$175 Hold
22
– – ﹤0.01% 192
2024
Q3 		$174 Buy
22
+1
+5% +$8 ﹤0.01% 187
2024
Q2 		$157 Hold
21
– – ﹤0.01% 265
2024
Q1 		$148 Buy
21
+1
+5% +$7 ﹤0.01% 201
2023
Q4 		$138 Buy
+20
New +$127 ﹤0.01% 216

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gleason Group's JPC Position: Q3 2025 in Review

Gleason Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 23 shares — an estimated $187 sold.

Gleason Group first reported a position in JPC in Q4 2023 and held it in 7 quarters. The position peaked at $187 in Q2 2025. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Gleason Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Gleason Group sold 23 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $187.
  • Gleason Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
  • Gleason Group's Nuveen Preferred & Income Opportunities Fund position peaked at $187 in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Gleason Group's 13F filing for Q3 2025, filed 16 Oct 2025.