American Portfolios Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

American Portfolios 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
2022 Q3	$139K	Buy	20,000 +4,500	+29%	+$35.2K	0.01%	1171
2022 Q2	$119K	Sell	15,500 -174	-1%	-$1.39K	﹤0.01%	1315
2022 Q1	$134K	Buy	15,674 +174	+1%	+$1.55K	﹤0.01%	1363
2021 Q4	$151K	Buy	15,500 +8,200	+112%	+$79.3K	0.01%	1301
2021 Q3	$72.3K	Hold	7,300	–	–	﹤0.01%	1590
2021 Q2	$72.9K	Hold	7,300	–	–	﹤0.01%	1536
2021 Q1	$69.3K	Sell	7,300 -13	-0.2%	-$120	﹤0.01%	1467
2020 Q4	$69.5K	Sell	7,313 -3,300	-31%	-$29.3K	﹤0.01%	1301
2020 Q3	$90.1K	Buy	10,613 +3,001	+39%	+$25.8K	0.01%	1093
2020 Q2	$62.6K	Hold	7,612	–	–	﹤0.01%	1205
2020 Q1	$55.9K	Hold	7,612	–	–	﹤0.01%	1117
2019 Q4	$79.6K	Buy	7,612 +3,300	+77%	+$33.5K	0.01%	1161
2019 Q3	$43.3K	Hold	4,312	–	–	﹤0.01%	1337
2019 Q2	$42.7K	Buy	4,312 +1	+0%	+$10	﹤0.01%	1339
2019 Q1	$41.1K	Hold	4,311	–	–	﹤0.01%	1281
2018 Q4	$36K	Sell	4,311 -1,861	-30%	-$16.4K	﹤0.01%	1145
2018 Q3	$57.2K	Buy	6,172 +1,861	+43%	+$17.4K	0.01%	1041
2018 Q2	$40.2K	Hold	4,311	–	–	0.01%	1162
2018 Q1	$43.2K	Hold	4,311	–	–	0.01%	1085
2017 Q4	$44.6K	Buy	+4,311	New	+$45.1K	0.01%	1042

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 $79.5B AUM 27.1% 1-Year Est. Return

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

American Portfolios Advisors's JPC Position: Q3 2022 in Review

American Portfolios Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 29% in Q3 2022, buying an estimated $35.2K and bringing the position to 20,000 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #1171.

American Portfolios Advisors first reported a position in JPC in Q4 2017 and has held it in 20 quarters since. The position peaked at $151K in Q4 2021. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

American Portfolios Advisors held 20,000 shares of Nuveen Preferred & Income Opportunities Fund worth $139K as of Q3 2022.
American Portfolios Advisors bought 4,500 Nuveen Preferred & Income Opportunities Fund shares in Q3 2022, an estimated $35.2K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1171 holding.
American Portfolios Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $151K in Q4 2021.
134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.