Householder Group Estate & Retirement Specialist’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-2,386	Closed	-$19K	–	891
2024 Q3	$19K	Hold	2,386	–	–	0.01%	695
2024 Q2	$17K	Sell	2,386 -5	-0.2%	-$36	﹤0.01%	712
2024 Q1	$17.2K	Sell	2,391 -1,057	-31%	-$7.5K	0.01%	702
2023 Q4	$23K	Buy	3,448 +2,295	+199%	+$14.6K	0.01%	611
2023 Q3	$7.3K	Buy	+1,153	New	+$7.45K	﹤0.01%	858
2023 Q1	$13K	Buy	+2,021	New	+$14.8K	0.01%	735
2022 Q4	–	Sell	-1,939	Closed	-$13K	–	747
2022 Q3	$13K	Buy	+1,939	New	+$15.2K	0.01%	669

Other funds holding JPC

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

SIA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Householder Group Estate & Retirement Specialist's JPC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 2,386 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in JPC in Q3 2022 and held it in 7 quarters. The position peaked at $23K in Q4 2023. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,386 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $19K.
Householder Group Estate & Retirement Specialist first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Nuveen Preferred & Income Opportunities Fund position peaked at $23K in Q4 2023.
297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.