American National Bank & Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

American National Bank & Trust’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
2025 Q1	–	Sell	-1,003	Closed	-$7.88K	–	633
2024 Q4	$7.88K	Hold	1,003	–	–	﹤0.01%	449
2024 Q3	$8.09K	Hold	1,003	–	–	﹤0.01%	421
2024 Q2	$7.49K	Hold	1,003	–	–	﹤0.01%	473
2024 Q1	$7.21K	Hold	1,003	–	–	﹤0.01%	430
2023 Q4	$6.78K	Buy	+1,003	New	+$6.38K	﹤0.01%	429

Other funds holding JPC

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

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

SIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

American National Bank & Trust's JPC Position: Q1 2025 in Review

American National Bank & Trust sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 1,003 shares — an estimated $7.88K sold.

American National Bank & Trust first reported a position in JPC in Q4 2023 and held it in 5 quarters. The position peaked at $8.09K in Q3 2024. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

American National Bank & Trust reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
American National Bank & Trust sold 1,003 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $7.88K.
American National Bank & Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 5 quarters.
American National Bank & Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $8.09K in Q3 2024.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on American National Bank & Trust's 13F filing for Q1 2025, filed 9 Apr 2025.