WAS
JPC icon

Wealth Advisory Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Wealth Advisory Solutions’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
2026
Q1 		$1.65M Sell
219,469
-54,555
-20% -$441K 0.37% 60
2025
Q4 		$2.22M Sell
274,024
-358
-0.1% -$2.91K 0.52% 44
2025
Q3 		$2.25M Sell
274,382
-250
-0.1% -$2.03K 0.55% 41
2025
Q2 		$2.2M Buy
274,632
+30,549
+13% +$237K 0.56% 48
2025
Q1 		$1.94M Buy
244,083
+43,490
+22% +$347K 0.51% 51
2024
Q4 		$1.58M Buy
200,593
+169,820
+552% +$1.37M 0.44% 50
2024
Q3 		$248K Buy
30,773
+12,701
+70% +$98.5K 0.07% 112
2024
Q2 		$135K Buy
18,072
+4,072
+29% +$29.2K 0.04% 122
2024
Q1 		$101K Buy
+14,000
New +$99.4K 0.03% 124

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return