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Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Wealthcare Advisory Partners 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 (Q2 2026)
133,224
Value
$1.05M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of JPC by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026133,224$1.05M<0.1%−4,058−3.0%ReducedHolders
Q1 2026137,282$1.04M<0.1%+13,831+11.2%AddedHolders
Q4 2025123,451$1.00M<0.1%+10,730+9.5%AddedHolders
Q3 2025112,721$924.3K<0.1%+35,178+45.4%AddedHolders
Q2 202577,543$621.9K<0.1%−6,779−8.0%ReducedHolders
Q1 202584,322$671.2K<0.1%+1,749+2.1%AddedHolders
Q4 202482,573$649.0K<0.1%−6,126−6.9%ReducedHolders
Q3 202488,699$715.8K<0.1%+3,187+3.7%AddedHolders
Q2 202485,512$638.8K<0.1%−5,778−6.3%ReducedHolders
Q1 202491,290$656.4K<0.1%−6,664−6.8%ReducedHolders
Q4 202397,954$662.2K<0.1%+71,014+263.6%AddedHolders
Q3 202326,940$170.5K<0.1%+2,030+8.1%AddedHolders
Q2 202324,910$161.4K<0.1%+24,910NewHolders
Q1 20230$00.0%−28,361−100.0%Sold outHolders
Q4 202228,361$206.5K<0.1%−458−1.6%ReducedHolders
Q3 202228,819$200.0K<0.1%−2,268−7.3%ReducedHolders
Q2 202231,087$238.0K<0.1%00.0%UnchangedHolders
Q1 202231,087$267.0K<0.1%−1,500−4.6%ReducedHolders
Q4 202132,587$318.0K<0.1%00.0%UnchangedHolders
Q3 202132,587$323.0K<0.1%−500−1.5%ReducedHolders
Q2 202133,087$330.0K<0.1%+300+0.9%AddedHolders
Q1 202132,787$311.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.