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Triad Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-965
Closed -$7.21K – 493
2024
Q2 		$7.21K Buy
+965
New +$6.93K ﹤0.01% 499

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Triad Wealth Partners's JPC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2024, closing a stake of 965 shares — an estimated $7.21K sold.

Triad Wealth Partners first reported a position in JPC in Q2 2024 and held it in 1 quarter. The position peaked at $7.21K in Q2 2024. 287 funds tracked by Wall St. Rank hold JPC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 965 Nuveen Preferred & Income Opportunities Fund shares in Q3 2024, an estimated $7.21K.
  • Triad Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $7.21K in Q2 2024.
  • 287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.