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Provenance Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Provenance Wealth 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
Q1 		– Sell
-717
Closed -$5.64K – 561
2024
Q4 		$5.64K Hold
717
– – ﹤0.01% 361
2024
Q3 		$5.79K Buy
+717
New +$5.56K ﹤0.01% 389
2024
Q1 		– Sell
-1,118
Closed -$7.56K – 580
2023
Q4 		$7.56K Buy
+1,118
New +$7.11K ﹤0.01% 332

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Provenance Wealth Advisors's JPC Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 717 shares — an estimated $5.64K sold.

Provenance Wealth Advisors first reported a position in JPC in Q4 2023 and held it in 3 quarters. The position peaked at $7.56K in Q4 2023. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 717 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $5.64K.
  • Provenance Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Provenance Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $7.56K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.