Imprint Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Imprint Wealth’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 Q4	–	Sell	-18,300	Closed	-$117K	–	161
2023 Q3	$117K	Hold	18,300	–	–	0.1%	150
2023 Q2	$119K	Hold	18,300	–	–	0.08%	168
2023 Q1	$121K	Buy	+18,300	New	+$134K	0.08%	157

Other funds holding JPC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RJA

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

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

PCM

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

Imprint Wealth's JPC Position: Q4 2023 in Review

Imprint Wealth sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023, closing a stake of 18,300 shares — an estimated $117K sold.

Imprint Wealth first reported a position in JPC in Q1 2023 and held it in 3 quarters. The position peaked at $121K in Q1 2023. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

Imprint Wealth reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Imprint Wealth sold 18,300 Nuveen Preferred & Income Opportunities Fund shares in Q4 2023, an estimated $117K.
Imprint Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and held it in 3 quarters.
Imprint Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $121K in Q1 2023.
298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Imprint Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.