Financial Avengers’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Financial Avengers’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
2022 Q3	–	Sell	-931	Closed	-$7K	–	145
2022 Q2	$7K	Buy	931 +18	+2%	+$144	0.01%	120
2022 Q1	$8K	Buy	913 +16	+2%	+$142	0.01%	123
2021 Q4	$9K	Buy	897 +14	+2%	+$135	0.01%	125
2021 Q3	$9K	Buy	883 +14	+2%	+$140	0.01%	119
2021 Q2	$9K	Hold	869	–	–	0.01%	122
2021 Q1	$8K	Hold	869	–	–	0.01%	125
2020 Q4	$8K	Buy	+869	New	+$7.71K	0.01%	121

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

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

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

PCM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

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

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Financial Avengers's JPC Position: Q3 2022 in Review

Financial Avengers sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2022, closing a stake of 931 shares — an estimated $7K sold.

Financial Avengers first reported a position in JPC in Q4 2020 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

Financial Avengers reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Financial Avengers sold 931 Nuveen Preferred & Income Opportunities Fund shares in Q3 2022, an estimated $7K.
Financial Avengers first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and held it in 7 quarters.
Financial Avengers's Nuveen Preferred & Income Opportunities Fund position peaked at $9K in Q4 2021.
134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on Financial Avengers's 13F filing for Q3 2022, filed 7 Nov 2022.