Certified Advisory Corp’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
2026 Q1	$86.3K	Buy	11,451 +131	+1%	+$1.06K	0.01%	316
2025 Q4	$91.8K	Buy	11,320 +269	+2%	+$2.19K	0.01%	314
2025 Q3	$90.6K	Buy	11,051 +201	+2%	+$1.63K	0.01%	312
2025 Q2	$87K	Buy	10,850 +203	+2%	+$1.57K	0.01%	301
2025 Q1	$84.8K	Buy	10,647 +129	+1%	+$1.03K	0.01%	293
2024 Q4	$82.7K	Buy	10,518 +252	+2%	+$2.03K	0.01%	295
2024 Q3	$82.8K	Buy	10,266 +191	+2%	+$1.48K	0.01%	294
2024 Q2	$75.3K	Buy	+10,075	New	+$72.4K	0.01%	284
2019 Q2	–	Sell	-2,651	Closed	-$25K	–	815
2019 Q1	$25K	Buy	2,651 +53	+2%	+$488	0.01%	408
2018 Q4	$22K	Buy	2,598 +52	+2%	+$459	0.01%	409
2018 Q3	$24K	Buy	2,546 +49	+2%	+$458	0.01%	412
2018 Q2	$23K	Buy	2,497 +49	+2%	+$481	0.01%	402
2018 Q1	$24K	Buy	2,448 +47	+2%	+$464	0.01%	371
2017 Q4	$24K	Buy	+2,401	New	+$25.1K	0.02%	337