Atria Wealth Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$170K	Sell	20,922 -63,159	-75%	-$490K	﹤0.01%	1405
2025 Q1	$673K	Buy	84,081 +7,608	+10%	+$60.7K	0.01%	1052
2024 Q4	$601K	Sell	76,473 -7,670	-9%	-$61.7K	0.01%	1170
2024 Q3	$682K	Buy	84,143 +856	+1%	+$6.64K	0.01%	1083
2024 Q2	$626K	Buy	83,287 +9,418	+13%	+$67.6K	0.01%	1121
2024 Q1	$534K	Sell	73,869 -24,648	-25%	-$175K	0.01%	1230
2023 Q4	$666K	Buy	98,517 +82,092	+500%	+$522K	0.01%	1062
2023 Q3	$105K	Buy	16,425 +100	+0.6%	+$646	﹤0.01%	1775
2023 Q2	$107K	Sell	16,325 -1,300	-7%	-$8.24K	﹤0.01%	1779
2023 Q1	$117K	Sell	17,625 -1,600	-8%	-$11.7K	﹤0.01%	1743
2022 Q4	$140K	Sell	19,225 -500	-3%	-$3.63K	﹤0.01%	1666
2022 Q3	$138K	Buy	+19,725	New	+$154K	﹤0.01%	1603
2022 Q2	–	Sell	-19,125	Closed	-$165K	–	1772
2022 Q1	$165K	Buy	+19,125	New	+$170K	﹤0.01%	1624