Level Four Advisory Services’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	$634K	Buy	84,083 +401	+0.5%	+$3.24K	0.02%	530
2025 Q4	$679K	Buy	83,682 +9,692	+13%	+$78.7K	0.02%	497
2025 Q3	$607K	Buy	73,990 +1,935	+3%	+$15.7K	0.02%	513
2025 Q2	$578K	Buy	72,055 +169	+0.2%	+$1.31K	0.02%	485
2025 Q1	$572K	Sell	71,886 -1,537	-2%	-$12.3K	0.02%	468
2024 Q4	$577K	Sell	73,423 -5,315	-7%	-$42.8K	0.02%	463
2024 Q3	$633K	Buy	78,738 +7,102	+10%	+$55.1K	0.03%	457
2024 Q2	$535K	Sell	71,636 -4,701	-6%	-$33.8K	0.02%	469
2024 Q1	$516K	Hold	76,337	–	–	0.03%	459
2023 Q4	$516K	Buy	76,337 +32,858	+76%	+$209K	0.03%	458
2023 Q3	$275K	Buy	43,479 +2,170	+5%	+$14K	0.02%	594
2023 Q2	$268K	Buy	41,309 +5,694	+16%	+$36.1K	0.02%	649
2023 Q1	$234K	Buy	35,615 +7,371	+26%	+$53.9K	0.02%	645
2022 Q4	$206K	Buy	28,244 +1,395	+5%	+$10.1K	0.02%	610
2022 Q3	$187K	Sell	26,849 -18,083	-40%	-$141K	0.02%	515
2022 Q2	$344K	Buy	44,932 +17,932	+66%	+$143K	0.03%	418
2022 Q1	$232K	Buy	27,000 +1,000	+4%	+$8.89K	0.02%	567
2021 Q4	$254K	Buy	+26,000	New	+$251K	0.02%	543