Centurion Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Centurion Wealth Management’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 Q2	$463K	Sell	58,732 -8,252	-12%	-$64.9K	0.11%	169
2026 Q1	$505K	Sell	66,984 -764	-1%	-$6.18K	0.11%	165
2025 Q4	$549K	Sell	67,748 -302	-0.4%	-$2.45K	0.12%	149
2025 Q3	$558K	Sell	68,050 -479	-0.7%	-$3.88K	0.13%	140
2025 Q2	$550K	Sell	68,529 -849	-1%	-$6.58K	0.16%	111
2025 Q1	$545K	Hold	69,378	–	–	0.17%	94
2024 Q4	$545K	Buy	69,378 +11,143	+19%	+$89.6K	0.17%	94
2024 Q3	$470K	Buy	+58,235	New	+$452K	0.15%	106
2024 Q1	$334K	Buy	46,476 +21,551	+86%	+$153K	0.13%	112
2023 Q4	$168K	Buy	+24,925	New	+$159K	0.07%	164

Other funds holding JPC

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return