PFA
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Pathway Financial Advisers’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-8,771
Closed -$71.9K – 255
2025
Q3 		$71.9K Sell
8,771
-3,193
-27% -$25.9K 0.02% 207
2025
Q2 		$96K Buy
11,964
+116
+1% +$899 0.03% 162
2025
Q1 		$94.3K Buy
11,848
+74
+0.6% +$591 0.03% 157
2024
Q4 		$92.5K Buy
11,774
+113
+1% +$909 0.03% 194
2024
Q3 		$94.1K Buy
11,661
+84
+0.7% +$652 0.04% 149
2024
Q2 		$86.5K Buy
11,577
+67
+0.6% +$481 0.03% 195
2024
Q1 		$82.8K Sell
11,510
-1,414
-11% -$10K 0.03% 194
2023
Q4 		$87.4K Buy
+12,924
New +$82.2K 0.03% 194

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return