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IAG Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-2,711
Closed -$19.7K – 474
2022
Q4 		$19.7K Hold
2,711
– – 0.01% 221
2022
Q3 		$19K Hold
2,711
– – 0.01% 206
2022
Q2 		$21K Hold
2,711
– – 0.01% 200
2022
Q1 		$23K Hold
2,711
– – 0.01% 209
2021
Q4 		$26K Buy
+2,711
New +$26.2K 0.01% 191

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

IAG Wealth Partners's JPC Position: Q1 2023 in Review

IAG Wealth Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023, closing a stake of 2,711 shares — an estimated $19.7K sold.

IAG Wealth Partners first reported a position in JPC in Q4 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

  • IAG Wealth Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 2,711 Nuveen Preferred & Income Opportunities Fund shares in Q1 2023, an estimated $19.7K.
  • IAG Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and held it in 5 quarters.
  • IAG Wealth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $26K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.