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Optimum Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Optimum Investment 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
Q2 		– Sell
-2,106
Closed -$16.8K – 627
2025
Q1 		$16.8K Buy
+2,106
New +$16.8K 0.01% 460
2019
Q3 		– Sell
-3,032
Closed -$30K – 1008
2019
Q2 		$30K Buy
3,032
+57
+2% +$550 0.01% 611
2019
Q1 		$28K Buy
2,975
+60
+2% +$552 0.01% 628
2018
Q4 		$24K Sell
2,915
-143
-5% -$1.26K 0.01% 617
2018
Q3 		$28K Buy
3,058
+55
+2% +$515 0.01% 665
2018
Q2 		$28K Buy
3,003
+54
+2% +$530 0.01% 664
2018
Q1 		$30K Sell
2,949
-12,709
-81% -$125K 0.01% 629
2017
Q4 		$162K Buy
15,658
+175
+1% +$1.83K 0.05% 302
2017
Q3 		$164K Buy
15,483
+141
+0.9% +$1.48K 0.05% 286
2017
Q2 		$160K Buy
15,342
+141
+0.9% +$1.43K 0.06% 282
2017
Q1 		$149K Buy
15,201
+110
+0.7% +$1.09K 0.05% 277
2016
Q4 		$148K Sell
15,091
-49,404
-77% -$473K 0.06% 265
2016
Q3 		$646K Buy
64,495
+19,400
+43% +$200K 0.24% 118
2016
Q2 		$452K Buy
+45,095
New +$446K 0.18% 162

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 $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Optimum Investment Advisors's JPC Position: Q2 2025 in Review

Optimum Investment Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 2,106 shares — an estimated $16.8K sold.

Optimum Investment Advisors first reported a position in JPC in Q2 2016 and held it in 14 quarters. The position peaked at $646K in Q3 2016. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

  • Optimum Investment Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,106 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $16.8K.
  • Optimum Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 14 quarters.
  • Optimum Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $646K in Q3 2016.
  • 288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.