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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Pathway Financial Advisers's JPC Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2025, closing a stake of 8,771 shares — an estimated $71.9K sold.

Pathway Financial Advisers first reported a position in JPC in Q4 2023 and held it in 8 quarters. The position peaked at $96K in Q2 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 8,771 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $71.9K.
  • Pathway Financial Advisers first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 8 quarters.
  • Pathway Financial Advisers's Nuveen Preferred & Income Opportunities Fund position peaked at $96K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.