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

Cetera Advisors’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	$882K	Buy	122,622 +96,164	+363%	+$682K	0.01%	1220
2023 Q4	$179K	Buy	26,458 +13,141	+99%	+$83.6K	﹤0.01%	1666
2023 Q3	$84.3K	Hold	13,317	–	–	﹤0.01%	1619
2023 Q2	$86.3K	Buy	13,317 +767	+6%	+$4.86K	﹤0.01%	1589
2023 Q1	$82.6K	Buy	+12,550	New	+$91.7K	﹤0.01%	1577
2022 Q3	–	Sell	-14,350	Closed	-$110K	–	1414
2022 Q2	$110K	Hold	14,350	–	–	﹤0.01%	1301
2022 Q1	$123K	Hold	14,350	–	–	﹤0.01%	1343
2021 Q4	$140K	Buy	14,350 +450	+3%	+$4.35K	﹤0.01%	1368
2021 Q3	$138K	Buy	+13,900	New	+$139K	﹤0.01%	1340
2019 Q3	–	Sell	-11,931	Closed	-$118K	–	934
2019 Q2	$118K	Buy	+11,931	New	+$115K	0.01%	890

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 Advisors's JPC Position: Q1 2024 in Review

Cetera Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 363% in Q1 2024, buying an estimated $682K and bringing the position to 122,622 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #1220.

Cetera Advisors first reported a position in JPC in Q2 2019 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold JPC as of Q1 2024.

Cetera Advisors held 122,622 shares of Nuveen Preferred & Income Opportunities Fund worth $882K as of Q1 2024.
Cetera Advisors bought 96,164 Nuveen Preferred & Income Opportunities Fund shares in Q1 2024, an estimated $682K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1220 holding.
Cetera Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2019 and has held it in 10 quarters since.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2024.

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