AJ Wealth Strategies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

AJ Wealth Strategies’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
2022 Q3	–	Sell	-21,921	Closed	-$168K	–	314
2022 Q2	$168K	Hold	21,921	–	–	0.01%	287
2022 Q1	$188K	Hold	21,921	–	–	0.01%	299
2021 Q4	$214K	Sell	21,921 -5,431	-20%	-$52.5K	0.01%	275
2021 Q3	$271K	Hold	27,352	–	–	0.01%	248
2021 Q2	$273K	Hold	27,352	–	–	0.02%	237
2021 Q1	$260K	Buy	+27,352	New	+$252K	0.02%	228

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

AJ Wealth Strategies's JPC Position: Q3 2022 in Review

AJ Wealth Strategies sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2022, closing a stake of 21,921 shares — an estimated $168K sold.

AJ Wealth Strategies first reported a position in JPC in Q1 2021 and held it in 6 quarters. The position peaked at $273K in Q2 2021. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

AJ Wealth Strategies reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
AJ Wealth Strategies sold 21,921 Nuveen Preferred & Income Opportunities Fund shares in Q3 2022, an estimated $168K.
AJ Wealth Strategies first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2021 and held it in 6 quarters.
AJ Wealth Strategies's Nuveen Preferred & Income Opportunities Fund position peaked at $273K in Q2 2021.
134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.