AF
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Advisornet Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Advisornet Financial’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 		$25.6K Sell
3,390
-794
-19% -$6.42K ﹤0.01% 1265
2025
Q4 		$33.9K Buy
4,184
+79
+2% +$642 ﹤0.01% 1182
2025
Q3 		$33.7K Buy
4,105
+1,723
+72% +$14K ﹤0.01% 1153
2025
Q2 		$19.1K Buy
2,382
+60
+3% +$465 ﹤0.01% 1285
2025
Q1 		$18.5K Buy
2,322
+38
+2% +$303 ﹤0.01% 1225
2024
Q4 		$18K Buy
2,284
+74
+3% +$595 ﹤0.01% 1178
2024
Q3 		$17.8K Sell
2,210
-106
-5% -$822 ﹤0.01% 1239
2024
Q2 		$17.3K Buy
2,316
+46
+2% +$330 ﹤0.01% 1141
2024
Q1 		$16.3K Sell
2,270
-15
-0.7% -$106 ﹤0.01% 1141
2023
Q4 		$15.4K Buy
+2,285
New +$14.5K ﹤0.01% 1177
2023
Q2 		– Sell
-25
Closed -$165 – 2431
2023
Q1 		$165 Buy
+25
New +$183 ﹤0.01% 2277
2022
Q3 		– Sell
-330
Closed -$3K – 1956
2022
Q2 		$3K Sell
330
-330
-50% -$2.63K ﹤0.01% 1622
2022
Q1 		$6K Buy
+660
New +$5.87K ﹤0.01% 1575

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 $1.02T AUM 30.18% 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