Cetera Advisor Networks’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.27M	Sell	176,088 -53,053	-23%	-$377K	0.01%	1302
2023 Q4	$1.55M	Buy	229,141 +151,345	+195%	+$963K	0.01%	1104
2023 Q3	$492K	Sell	77,796 -699	-0.9%	-$4.51K	﹤0.01%	1775
2023 Q2	$509K	Sell	78,495 -1,591	-2%	-$10.1K	﹤0.01%	1700
2023 Q1	$527K	Sell	80,086 -4,417	-5%	-$32.3K	﹤0.01%	1658
2022 Q4	$615K	Buy	84,503 +15,594	+23%	+$113K	0.01%	1494
2022 Q3	$479K	Sell	68,909 -661	-1%	-$5.17K	0.01%	1310
2022 Q2	$532K	Buy	69,570 +10,400	+18%	+$83K	0.01%	1222
2022 Q1	$508K	Buy	59,170 +17,438	+42%	+$155K	0.01%	1293
2021 Q4	$407K	Sell	41,732 -167,215	-80%	-$1.62M	0.01%	1408
2021 Q3	$2.07M	Buy	208,947 +19,252	+10%	+$192K	0.03%	539
2021 Q2	$1.89M	Buy	189,695 +43,564	+30%	+$424K	0.03%	560
2021 Q1	$1.39M	Buy	146,131 +5,302	+4%	+$48.9K	0.03%	472
2020 Q4	$1.34M	Sell	140,829 -822	-0.6%	-$7.3K	0.03%	434
2020 Q3	$1.2M	Sell	141,651 -64,906	-31%	-$559K	0.03%	430
2020 Q2	$1.7M	Sell	206,557 -18,849	-8%	-$150K	0.05%	335
2020 Q1	$1.65M	Sell	225,406 -14,998	-6%	-$142K	0.05%	287
2019 Q4	$2.51M	Buy	240,404 +10,065	+4%	+$102K	0.07%	259
2019 Q3	$2.32M	Buy	230,339 +7,349	+3%	+$72.7K	0.07%	251
2019 Q2	$2.21M	Sell	222,990 -10,368	-4%	-$100K	0.07%	258
2019 Q1	$2.23M	Buy	233,358 +12,459	+6%	+$115K	0.07%	243
2018 Q4	$1.84M	Buy	220,899 +5,226	+2%	+$46.2K	0.07%	246
2018 Q3	$2M	Buy	215,673 +53,247	+33%	+$498K	0.07%	238
2018 Q2	$1.52M	Buy	+162,426	New	+$1.59M	0.08%	221
2018 Q1	–	Sell	-165,113	Closed	-$1.71M	–	921
2017 Q4	$1.71M	Buy	165,113 +2,544	+2%	+$26.6K	0.07%	235
2017 Q3	$1.72M	Sell	162,569 -2,771	-2%	-$29.1K	0.08%	217
2017 Q2	$1.72M	Buy	165,340 +29,137	+21%	+$296K	0.08%	218
2017 Q1	$1.34M	Buy	136,203 +6,947	+5%	+$68.6K	0.06%	258
2016 Q4	$1.28M	Sell	129,256 -64,338	-33%	-$616K	0.07%	250
2016 Q3	$1.94M	Buy	193,594 +108,932	+129%	+$1.12M	0.07%	236
2016 Q2	$848K	Sell	84,662 -5,700	-6%	-$56.4K	0.05%	328
2016 Q1	$845K	Sell	90,362 -691	-0.8%	-$6.39K	0.05%	318
2015 Q4	$834K	Buy	91,053 +4,150	+5%	+$38K	0.05%	314
2015 Q3	$782K	Sell	86,903 -2,055	-2%	-$18.8K	0.05%	311
2015 Q2	$850K	Hold	88,958	–	–	0.05%	313
2015 Q1	$850K	Sell	88,958 -1,243	-1%	-$11.8K	0.05%	314
2014 Q4	$864K	Sell	90,201 -6,732	-7%	-$62.8K	0.06%	303
2014 Q3	$892K	Buy	96,933 +330	+0.3%	+$3.11K	0.06%	309
2014 Q2	$939K	Sell	96,603 -139,046	-59%	-$1.32M	0.06%	319
2014 Q1	$2.19M	Buy	235,649 +33,401	+17%	+$305K	0.16%	151
2013 Q4	$1.79M	Sell	202,248 -12,732	-6%	-$111K	0.14%	160
2013 Q3	$1.86M	Sell	214,980 -80,457	-27%	-$724K	0.16%	132
2013 Q2	$2.82M	Buy	+295,437	New	+$2.99M	0.28%	79

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cetera Advisor Networks's JPC Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 23% in Q1 2024, selling an estimated $377K and leaving 176,088 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1302.

Cetera Advisor Networks first reported a position in JPC in Q2 2013 and has held it in 43 quarters since. The position peaked at $2.82M in Q2 2013. 287 funds tracked by Wall St. Rank hold JPC as of Q1 2024.

Cetera Advisor Networks held 176,088 shares of Nuveen Preferred & Income Opportunities Fund worth $1.27M as of Q1 2024.
Cetera Advisor Networks sold 53,053 Nuveen Preferred & Income Opportunities Fund shares in Q1 2024, an estimated $377K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1302 holding.
Cetera Advisor Networks first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 43 quarters since.
Cetera Advisor Networks's Nuveen Preferred & Income Opportunities Fund position peaked at $2.82M in Q2 2013.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.