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HTLF Bank’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

HTLF Bank’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 		$123K Hold
15,683
– – 0.01% 214
2024
Q3 		$127K Hold
15,683
– – 0.01% 225
2024
Q2 		$117K Hold
15,683
– – 0.01% 234
2024
Q1 		$113K Hold
15,683
– – 0.01% 233
2023
Q4 		$106K Buy
+15,683
New +$99.8K 0.01% 227

Other funds holding JPC

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HTLF Bank's JPC Position: Q4 2024 in Review

HTLF Bank held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q4 2024 at 15,683 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #214.

HTLF Bank first reported a position in JPC in Q4 2023 and has held it in 5 quarters since. The position peaked at $127K in Q3 2024. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

  • HTLF Bank held 15,683 shares of Nuveen Preferred & Income Opportunities Fund worth $123K as of Q4 2024.
  • HTLF Bank left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q4 2024.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of HTLF Bank's portfolio in Q4 2024, its #214 holding.
  • HTLF Bank first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Nuveen Preferred & Income Opportunities Fund position peaked at $127K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.