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

Goldstone Financial 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
2023
Q2 		– Sell
-10,020
Closed -$65.9K – 169
2023
Q1 		$65.9K Buy
+10,020
New +$73.2K 0.02% 152

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $11.7B AUM 21.33% 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 $4.93B AUM 12.22% 1-Year Est. Return

Goldstone Financial Group's JPC Position: Q2 2023 in Review

Goldstone Financial Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2023, closing a stake of 10,020 shares — an estimated $65.9K sold.

Goldstone Financial Group first reported a position in JPC in Q1 2023 and held it in 1 quarter. The position peaked at $65.9K in Q1 2023. 128 funds tracked by Wall St. Rank hold JPC as of Q2 2023.

  • Goldstone Financial Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 10,020 Nuveen Preferred & Income Opportunities Fund shares in Q2 2023, an estimated $65.9K.
  • Goldstone Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • Goldstone Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $65.9K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2023.

Based on Goldstone Financial Group's 13F filing for Q2 2023, filed 15 Jan 2025.