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Ahrens Investment Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$9.21K Buy
+1,400
New +$10.2K ﹤0.01% 652
2022
Q3 		– Sell
-1,400
Closed -$11K – 558
2022
Q2 		$11K Hold
1,400
– – ﹤0.01% 621
2022
Q1 		$12K Hold
1,400
– – ﹤0.01% 697
2021
Q4 		$14K Buy
+1,400
New +$13.5K 0.01% 665

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Ahrens Investment Partners's JPC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023: 1,400 shares worth $9.21K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in JPC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in JPC in Q4 2021 and has held it in 4 quarters since. The position peaked at $14K in Q4 2021. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

  • Ahrens Investment Partners held 1,400 shares of Nuveen Preferred & Income Opportunities Fund worth $9.21K as of Q1 2023.
  • Nuveen Preferred & Income Opportunities Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #652 holding.
  • Ahrens Investment Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $14K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.