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

Herold 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
2023 Q2	–	Sell	-10,092	Closed	-$66.4K	–	243
2023 Q1	$66.4K	Buy	10,092 +1	+0%	+$7	0.02%	230
2022 Q4	$73.5K	Buy	+10,091	New	+$73.2K	0.03%	204
2022 Q2	–	Sell	-7,852	Closed	-$67.4K	–	431
2022 Q1	$67.4K	Buy	+7,852	New	+$69.8K	0.02%	332
2021 Q4	–	Sell	-8,452	Closed	-$83K	–	419
2021 Q3	$83K	Buy	+8,452	New	+$84.3K	0.03%	299

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

SIA

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

Herold Advisors's JPC Position: Q2 2023 in Review

Herold Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2023, closing a stake of 10,092 shares — an estimated $66.4K sold.

Herold Advisors first reported a position in JPC in Q3 2021 and held it in 4 quarters. The position peaked at $83K in Q3 2021. 128 funds tracked by Wall St. Rank hold JPC as of Q2 2023.

Herold Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Herold Advisors sold 10,092 Nuveen Preferred & Income Opportunities Fund shares in Q2 2023, an estimated $66.4K.
Herold Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2021 and held it in 4 quarters.
Herold Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $83K in Q3 2021.
128 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2023.

Based on Herold Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.