CPSAC
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Chas P. Smith & Associates (CPS)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Chas P. Smith & Associates (CPS)’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
Q1 		$264K Sell
35,000
-7,500
-18% -$60.6K 0.01% 153
2025
Q4 		$345K Hold
42,500
– – 0.02% 129
2025
Q3 		$349K Hold
42,500
– – 0.03% 94
2025
Q2 		$341K Buy
42,500
+25,000
+143% +$194K 0.02% 127
2025
Q1 		$139K Buy
17,500
+2,500
+17% +$19.9K 0.01% 163
2024
Q4 		$118K Hold
15,000
– – 0.01% 158
2024
Q3 		$121K Hold
15,000
– – 0.01% 155
2024
Q2 		$112K Buy
15,000
+5,000
+50% +$35.9K 0.01% 144
2024
Q1 		$71.9K Buy
+10,000
New +$71K ﹤0.01% 151

Other funds holding JPC

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return