Kovack Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$281K	Buy	36,773 +2,656	+8%	+$21.5K	0.02%	778
2025 Q4	$277K	Buy	34,117 +22,274	+188%	+$181K	0.01%	785
2025 Q3	$97.1K	Sell	11,843 -3,000	-20%	-$24.3K	0.01%	599
2025 Q2	$119K	Buy	14,843 +3,000	+25%	+$23.3K	0.01%	601
2025 Q1	$94.3K	Hold	11,843	–	–	0.01%	567
2024 Q4	$93.1K	Sell	11,843 -3,966	-25%	-$31.9K	0.01%	599
2024 Q3	$128K	Sell	15,809 -3,954	-20%	-$30.7K	0.01%	567
2024 Q2	$148K	Buy	+19,763	New	+$142K	0.02%	545
2024 Q1	–	Sell	-27,208	Closed	-$184K	–	556
2023 Q4	$184K	Buy	+27,208	New	+$173K	0.02%	528
2022 Q3	–	Sell	-36,104	Closed	-$276K	–	609
2022 Q2	$276K	Sell	36,104 -10,841	-23%	-$86.5K	0.04%	476
2022 Q1	$402K	Buy	46,945 +3,319	+8%	+$29.5K	0.04%	447
2021 Q4	$426K	Hold	43,626	–	–	0.04%	422
2021 Q3	$432K	Sell	43,626 -369	-0.8%	-$3.68K	0.05%	412
2021 Q2	$439K	Buy	43,995 +1,000	+2%	+$9.74K	0.05%	388
2021 Q1	$408K	Buy	42,995 +5,000	+13%	+$46.1K	0.05%	359
2020 Q4	$361K	Buy	37,995 +568	+2%	+$5.04K	0.05%	347
2020 Q3	$318K	Buy	37,427 +2,860	+8%	+$24.6K	0.06%	320
2020 Q2	$284K	Buy	34,567 +985	+3%	+$7.86K	0.06%	336
2020 Q1	$246K	Buy	33,582 +6,530	+24%	+$62K	0.06%	331
2019 Q4	$283K	Buy	27,052 +11,825	+78%	+$120K	0.05%	365
2019 Q3	$153K	Buy	15,227 +5,227	+52%	+$51.7K	0.03%	440
2019 Q2	$99K	Hold	10,000	–	–	0.02%	420
2019 Q1	$95K	Buy	+10,000	New	+$92K	0.02%	405