Evolution Wealth Advisors, LLC

SEC CIK: 0001763121
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

JPC holding history

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

JPC overview All 13F holders of JPC Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of JPC by Evolution Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−10,162−100.0%	Sold out	Holders
Q3 2025	10,162	$83.3K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	10,162	$81.5K	<0.1%	+10,162	New	Holders