CA
JPC icon

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

CoreCap 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
2026
Q2 		$1.75M Buy
222,698
+4,335
+2% +$34.1K 0.05% 270
2026
Q1 		$1.65M Sell
218,363
-3,981
-2% -$32.2K 0.06% 262
2025
Q4 		$1.8M Sell
222,344
-8,668
-4% -$70.4K 0.06% 262
2025
Q3 		$1.89M Sell
231,012
-6,772
-3% -$54.9K 0.07% 244
2025
Q2 		$1.91M Sell
237,784
-775
-0.3% -$6.01K 0.08% 223
2025
Q1 		$1.9M Sell
238,559
-575
-0.2% -$4.59K 0.08% 215
2024
Q4 		$1.88M Buy
239,134
+5,062
+2% +$40.7K 0.09% 221
2024
Q3 		$1.89M Sell
234,072
-338
-0.1% -$2.62K 0.09% 232
2024
Q2 		$1.75M Sell
234,410
-6,521
-3% -$46.8K 0.18% 115
2024
Q1 		$1.73M Sell
240,931
-23,784
-9% -$169K 0.09% 214
2023
Q4 		$1.79M Buy
264,715
+247,686
+1,454% +$1.58M 0.12% 175
2023
Q3 		$108K Hold
17,029
– – 0.01% 534
2023
Q2 		$110K Buy
+17,029
New +$108K 0.01% 559
2022
Q4 		$139K Buy
19,049
+417
+2% +$3.02K 0.01% 621
2022
Q3 		$129K Hold
18,632
– – 0.01% 509
2022
Q2 		$143K Hold
18,632
– – 0.01% 593
2022
Q1 		$160K Sell
18,632
-6,146
-25% -$54.6K 0.01% 517
2021
Q4 		$242K Buy
+24,778
New +$240K 0.02% 489

Other funds holding JPC

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return