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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPC overviewAll 13F holders of JPCFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2021
Holdings of JPC by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−625−100.0%Sold outHolders
Q4 2023625$4.22K<0.1%+625NewHolders
Q3 20230$00.0%−410−100.0%Sold outHolders
Q2 2023410$2.66K<0.1%+410NewHolders
Q4 20220$00.0%−42−100.0%Sold outHolders
Q3 202242$00.0%+42NewHolders
Q1 20220$00.0%−140−100.0%Sold outHolders
Q4 2021140$1.00K<0.1%+140NewHolders