Game Plan Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Game Plan Financial 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
2025 Q3	–	Sell	-1,977	Closed	-$15.9K	–	356
2025 Q2	$15.9K	Hold	1,977	–	–	0.01%	202
2025 Q1	$15.7K	Hold	1,977	–	–	0.01%	197
2024 Q4	$15.6K	Hold	1,977	–	–	0.01%	195
2024 Q3	$16K	Hold	1,977	–	–	0.01%	204
2024 Q2	$14.8K	Hold	1,977	–	–	0.01%	216
2024 Q1	$14.2K	Hold	1,977	–	–	0.01%	238
2023 Q4	$13.4K	Buy	+1,977	New	+$12.6K	0.01%	227

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Game Plan Financial Advisors's JPC Position: Q3 2025 in Review

Game Plan Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 1,977 shares — an estimated $15.9K sold.

Game Plan Financial Advisors first reported a position in JPC in Q4 2023 and held it in 7 quarters. The position peaked at $16K in Q3 2024. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

Game Plan Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Game Plan Financial Advisors sold 1,977 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $15.9K.
Game Plan Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
Game Plan Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $16K in Q3 2024.
313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Game Plan Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.