KPWS
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Kestra Private Wealth Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Kestra Private Wealth Services’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 		$641K Sell
85,035
-10,389
-11% -$84K 0.01% 1075
2025
Q4 		$774K Buy
95,424
+39,176
+70% +$318K 0.01% 925
2025
Q3 		$461K Buy
56,248
+18,374
+49% +$149K 0.01% 1137
2025
Q2 		$304K Sell
37,874
-14,543
-28% -$113K ﹤0.01% 1276
2025
Q1 		$417K Sell
52,417
-6,261
-11% -$50K 0.01% 1049
2024
Q4 		$461K Buy
58,678
+15,474
+36% +$124K 0.01% 956
2024
Q3 		$349K Buy
43,204
+5,700
+15% +$44.2K 0.01% 1039
2024
Q2 		$280K Sell
37,504
-6,647
-15% -$47.7K 0.01% 1077
2024
Q1 		$317K Buy
44,151
+25,163
+133% +$179K 0.01% 990
2023
Q4 		$128K Buy
18,988
+5,188
+38% +$33K ﹤0.01% 1130
2023
Q3 		$87.4K Buy
+13,800
New +$89.1K ﹤0.01% 1089

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 $1.02T AUM 30.18% 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