Marathon Trading Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Marathon Trading Investment 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
2024 Q2	–	Sell	-50,000	Closed	-$360K	–	349
2024 Q1	$360K	Sell	50,000 -5,000	-9%	-$35.5K	0.03%	216
2023 Q4	$372K	Buy	+55,000	New	+$350K	0.02%	231

Other funds holding JPC

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

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Marathon Trading Investment Management's JPC Position: Q2 2024 in Review

Marathon Trading Investment Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2024, closing a stake of 50,000 shares — an estimated $360K sold.

Marathon Trading Investment Management first reported a position in JPC in Q4 2023 and held it in 2 quarters. The position peaked at $372K in Q4 2023. 280 funds tracked by Wall St. Rank hold JPC as of Q2 2024.

Marathon Trading Investment Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Marathon Trading Investment Management sold 50,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2024, an estimated $360K.
Marathon Trading Investment Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 2 quarters.
Marathon Trading Investment Management's Nuveen Preferred & Income Opportunities Fund position peaked at $372K in Q4 2023.
280 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2024.

Based on Marathon Trading Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.