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Carson Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Carson Advisory’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
2026
Q1 		$313K Sell
41,561
-3,500
-8% -$28.3K 0.16% 130
2025
Q4 		$365K Sell
45,061
-800
-2% -$6.5K 0.19% 108
2025
Q3 		$376K Hold
45,861
– – 0.2% 104
2025
Q2 		$368K Sell
45,861
-4,000
-8% -$31K 0.23% 101
2025
Q1 		$397K Buy
49,861
+2,428
+5% +$19.4K 0.27% 87
2024
Q4 		$373K Sell
47,433
-8,205
-15% -$66K 0.26% 91
2024
Q3 		$449K Buy
55,638
+18,128
+48% +$141K 0.28% 87
2024
Q2 		$280K Buy
37,510
+3,800
+11% +$27.3K 0.2% 124
2024
Q1 		$242K Buy
33,710
+14,400
+75% +$102K 0.17% 140
2023
Q4 		$131K Buy
+19,310
New +$123K 0.1% 155

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return