Centaurus Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Centaurus Financial’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
2023 Q2	–	Sell	-10,131	Closed	-$67K	–	847
2023 Q1	$67K	Buy	10,131 +1	+0%	+$7	0.01%	876
2022 Q4	$74K	Buy	10,130 +4	+0%	+$29	0.01%	813
2022 Q3	$70K	Buy	10,126 +3	+0%	+$23	0.01%	833
2022 Q2	$77K	Buy	10,123 +2	+0%	+$16	0.01%	813
2022 Q1	$87K	Buy	+10,121	New	+$90K	0.01%	875
2021 Q4	–	Sell	-10,117	Closed	-$100K	–	953
2021 Q3	$100K	Buy	+10,117	New	+$101K	0.01%	868
2020 Q2	–	Sell	-10,915	Closed	-$80K	–	640
2020 Q1	$80K	Buy	+10,915	New	+$104K	0.02%	502
2018 Q3	–	Sell	-2,039	Closed	-$19K	–	1327
2018 Q2	$19K	Buy	+2,039	New	+$20K	﹤0.01%	1298

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

SIA

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

Centaurus Financial's JPC Position: Q2 2023 in Review

Centaurus Financial sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2023, closing a stake of 10,131 shares — an estimated $67K sold.

Centaurus Financial first reported a position in JPC in Q2 2018 and held it in 8 quarters. The position peaked at $100K in Q3 2021. 128 funds tracked by Wall St. Rank hold JPC as of Q2 2023.

Centaurus Financial reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Centaurus Financial sold 10,131 Nuveen Preferred & Income Opportunities Fund shares in Q2 2023, an estimated $67K.
Centaurus Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2018 and held it in 8 quarters.
Centaurus Financial's Nuveen Preferred & Income Opportunities Fund position peaked at $100K in Q3 2021.
128 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.