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

San Luis 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
2022
Q2 		– Sell
-6,238
Closed -$61K – 263
2022
Q1 		$61K Buy
+6,238
New +$55.5K 0.03% 223

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

San Luis Wealth Advisors's JPC Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2022, closing a stake of 6,238 shares — an estimated $61K sold.

San Luis Wealth Advisors first reported a position in JPC in Q1 2022 and held it in 1 quarter. The position peaked at $61K in Q1 2022. 141 funds tracked by Wall St. Rank hold JPC as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 6,238 Nuveen Preferred & Income Opportunities Fund shares in Q2 2022, an estimated $61K.
  • San Luis Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $61K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.