MSH Capital 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	$1.9M	Sell	252,239 -6,576	-3%	-$53.2K	0.4%	70
2025 Q4	$2.1M	Buy	258,815 +5,049	+2%	+$41K	0.45%	62
2025 Q3	$2.08M	Buy	253,766 +33,313	+15%	+$270K	0.56%	52
2025 Q2	$1.77M	Buy	220,453 +19,358	+10%	+$150K	0.51%	56
2025 Q1	$1.6M	Buy	201,095 +391	+0.2%	+$3.12K	0.5%	61
2024 Q4	$1.58M	Sell	200,704 -3,800	-2%	-$30.6K	0.5%	62
2024 Q3	$1.65M	Buy	204,504 +442	+0.2%	+$3.43K	0.5%	65
2024 Q2	$1.52M	Buy	204,062 +7,851	+4%	+$56.4K	0.51%	62
2024 Q1	$1.41M	Buy	196,211 +4,079	+2%	+$28.9K	0.5%	62
2023 Q4	$1.3M	Buy	192,132 +69,429	+57%	+$442K	0.49%	66
2023 Q3	$777K	Hold	122,703	–	–	0.3%	93
2023 Q2	$795K	Sell	122,703 -2,949	-2%	-$18.7K	0.29%	93
2023 Q1	$827K	Sell	125,652 -543	-0.4%	-$3.97K	0.35%	85
2022 Q4	$919K	Buy	126,195 +1,381	+1%	+$10K	0.42%	76
2022 Q3	$867K	Sell	124,814 -647	-0.5%	-$5.06K	0.43%	77
2022 Q2	$960K	Buy	125,461 +2,105	+2%	+$16.8K	0.45%	76
2022 Q1	$1.06M	Buy	123,356 +18,200	+17%	+$162K	0.44%	74
2021 Q4	$1.03M	Buy	+105,156	New	+$1.02M	0.46%	70