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

LexAurum Advisors’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
2025 Q1	–	Sell	-21,372	Closed	-$168K	–	355
2024 Q4	$168K	Hold	21,372	–	–	0.03%	321
2024 Q3	$172K	Hold	21,372	–	–	0.04%	300
2024 Q2	$160K	Sell	21,372 -22,888	-52%	-$164K	0.04%	287
2024 Q1	$318K	Sell	44,260 -27,267	-38%	-$194K	0.08%	215
2023 Q4	$484K	Buy	71,527 +21,587	+43%	+$137K	0.13%	155
2023 Q3	$316K	Sell	49,940 -3,000	-6%	-$19.4K	0.09%	205
2023 Q2	$343K	Hold	52,940	–	–	0.1%	176
2023 Q1	$348K	Hold	52,940	–	–	0.12%	162
2022 Q4	$385K	Hold	52,940	–	–	0.14%	153
2022 Q3	$368K	Sell	52,940 -4,100	-7%	-$32K	0.14%	151
2022 Q2	$436K	Hold	57,040	–	–	0.16%	129
2022 Q1	$489K	Hold	57,040	–	–	0.16%	127
2021 Q4	$557K	Hold	57,040	–	–	0.18%	119
2021 Q3	$565K	Hold	57,040	–	–	0.17%	151
2021 Q2	$569K	Buy	+57,040	New	+$555K	0.17%	147

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LexAurum Advisors's JPC Position: Q1 2025 in Review

LexAurum Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 21,372 shares — an estimated $168K sold.

LexAurum Advisors first reported a position in JPC in Q2 2021 and held it in 15 quarters. The position peaked at $569K in Q2 2021. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

LexAurum Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
LexAurum Advisors sold 21,372 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $168K.
LexAurum Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2021 and held it in 15 quarters.
LexAurum Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $569K in Q2 2021.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on LexAurum Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.