Wealth Enhancement Advisory Services
JPC icon

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

Wealth Enhancement Advisory Services’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 		$2.69M Sell
350,571
-3,027
-0.9% -$24.5K 0.01% 1235
2025
Q4 		$2.89M Buy
353,598
+47,581
+16% +$386K ﹤0.01% 1321
2025
Q3 		$2.51M Buy
306,017
+85,290
+39% +$692K ﹤0.01% 1318
2025
Q2 		$1.79M Buy
220,727
+72,910
+49% +$565K ﹤0.01% 1408
2025
Q1 		$1.18M Buy
147,817
+89,532
+154% +$714K ﹤0.01% 1521
2024
Q4 		$458K Buy
58,285
+34,384
+144% +$277K ﹤0.01% 2052
2024
Q3 		$193K Sell
23,901
-352
-1% -$2.73K ﹤0.01% 2457
2024
Q2 		$181K Sell
24,253
-3,255
-12% -$23.4K ﹤0.01% 2317
2024
Q1 		$198K Sell
27,508
-6,994
-20% -$49.6K ﹤0.01% 2207
2023
Q4 		$233K Buy
34,502
+23,840
+224% +$152K ﹤0.01% 2005
2023
Q3 		$67.5K Buy
+10,662
New +$68.8K ﹤0.01% 2138

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