Koshinski Asset Management
JPC icon

Koshinski Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-800
Closed -$6.86K – 1342
2022
Q1 		$6.86K Hold
800
– – ﹤0.01% 1712
2021
Q4 		$7.81K Hold
800
– – ﹤0.01% 1698
2021
Q3 		$7.92K Buy
+800
New +$7.98K ﹤0.01% 1719

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Koshinski Asset Management's JPC Position: Q2 2022 in Review

Koshinski Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2022, closing a stake of 800 shares — an estimated $6.86K sold.

Koshinski Asset Management first reported a position in JPC in Q3 2021 and held it in 3 quarters. The position peaked at $7.92K in Q3 2021. 141 funds tracked by Wall St. Rank hold JPC as of Q2 2022.

  • Koshinski Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 800 Nuveen Preferred & Income Opportunities Fund shares in Q2 2022, an estimated $6.86K.
  • Koshinski Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $7.92K in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.