KWA
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Kingswood Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Kingswood Wealth Advisors’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60,391
Closed -$475K – 779
2024
Q4 		$475K Buy
60,391
+24,872
+70% +$195K 0.04% 456
2024
Q3 		$287K Buy
+35,519
New +$287K 0.02% 580