Coppell Advisory Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-1,105	Closed	-$8.73K	–	1136
2024 Q4	$8.73K	Hold	1,105	–	–	﹤0.01%	1157
2024 Q3	$8.91K	Hold	1,105	–	–	﹤0.01%	1120
2024 Q2	$8.25K	Buy	+1,105	New	+$7.94K	﹤0.01%	1072
2023 Q4	$7.47K	Buy	1,105 +304	+38%	+$1.93K	﹤0.01%	1010
2023 Q3	$5.83K	Hold	801	–	–	﹤0.01%	692
2023 Q2	$5.15K	Buy	+801	New	+$5.08K	﹤0.01%	850
2023 Q1	–	Sell	-801	Closed	-$5.83K	–	670
2022 Q4	$5.83K	Buy	+801	New	+$5.81K	﹤0.01%	696

Other funds holding JPC

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Coppell Advisory Solutions's JPC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 1,105 shares — an estimated $8.73K sold.

Coppell Advisory Solutions first reported a position in JPC in Q4 2022 and held it in 7 quarters. The position peaked at $8.91K in Q3 2024. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

Coppell Advisory Solutions reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,105 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $8.73K.
Coppell Advisory Solutions first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Nuveen Preferred & Income Opportunities Fund position peaked at $8.91K in Q3 2024.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.