IPWA
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International Private Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

International Private Wealth 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
2026
Q1 		$177K Sell
23,531
-858
-4% -$6.93K 0.11% 150
2025
Q4 		$198K Buy
24,389
+719
+3% +$5.84K 0.12% 154
2025
Q3 		$194K Buy
23,670
+541
+2% +$4.39K 0.12% 164
2025
Q2 		$185K Buy
23,129
+540
+2% +$4.19K 0.16% 159
2025
Q1 		$180K Buy
22,589
+346
+2% +$2.76K 0.17% 149
2024
Q4 		$175K Buy
22,243
+671
+3% +$5.4K 0.17% 149
2024
Q3 		$174K Buy
21,572
+511
+2% +$3.96K 0.26% 118
2024
Q2 		$157K Buy
21,061
+387
+2% +$2.78K 0.27% 118
2024
Q1 		$149K Buy
20,674
+383
+2% +$2.72K 0.29% 109
2023
Q4 		$137K Buy
+20,291
New +$129K 0.14% 102

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return