All Season Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

All Season Financial Advisors’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
2024 Q3	$648K	Buy	80,239 +540	+0.7%	+$4.19K	0.55%	50
2024 Q2	$595K	Sell	79,699 -4,199	-5%	-$30.2K	0.54%	45
2024 Q1	$603K	Buy	83,898 +4,715	+6%	+$33.5K	0.5%	51
2023 Q4	$535K	Buy	+79,183	New	+$504K	0.46%	62

Other funds holding JPC

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

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

All Season Financial Advisors's JPC Position: Q3 2024 in Review

All Season Financial Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.68% in Q3 2024, buying an estimated $4.19K and bringing the position to 80,239 shares worth $648K. The position accounts for 0.55% of the portfolio, ranked #50.

All Season Financial Advisors first reported a position in JPC in Q4 2023 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold JPC as of Q3 2024.

All Season Financial Advisors held 80,239 shares of Nuveen Preferred & Income Opportunities Fund worth $648K as of Q3 2024.
All Season Financial Advisors bought 540 Nuveen Preferred & Income Opportunities Fund shares in Q3 2024, an estimated $4.19K.
Nuveen Preferred & Income Opportunities Fund made up 0.55% of All Season Financial Advisors's portfolio in Q3 2024, its #50 holding.
All Season Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 4 quarters since.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.