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Plante Moran Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-1,550
Closed -$12.4K – 828
2025
Q2 		$12.4K Buy
+1,550
New +$12K ﹤0.01% 535

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Raymond James Financial
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Invesco
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LPL Financial
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GC
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Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Plante Moran Financial Advisors's JPC Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 1,550 shares — an estimated $12.4K sold.

Plante Moran Financial Advisors first reported a position in JPC in Q2 2025 and held it in 1 quarter. The position peaked at $12.4K in Q2 2025. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,550 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $12.4K.
  • Plante Moran Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $12.4K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.