PAS
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Park Avenue Securities’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Park Avenue Securities’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
2026
Q1 		$88K Sell
11,609
-8,462
-42% -$68.4K ﹤0.01% 1505
2025
Q4 		$163K Sell
20,071
-3,874
-16% -$31.5K ﹤0.01% 1469
2025
Q3 		$196K Sell
23,945
-968
-4% -$7.85K ﹤0.01% 1588
2025
Q2 		$200K Sell
24,913
-1,307
-5% -$10.1K ﹤0.01% 1433
2025
Q1 		$209K Sell
26,220
-6,897
-21% -$55K ﹤0.01% 1117
2024
Q4 		$260K Sell
33,117
-7,807
-19% -$62.8K ﹤0.01% 1337
2024
Q3 		$330K Sell
40,924
-3,523
-8% -$27.3K ﹤0.01% 1145
2024
Q2 		$332K Sell
44,447
-281,932
-86% -$2.03M ﹤0.01% 1148
2024
Q1 		$2.35M Buy
326,379
+56,245
+21% +$399K 0.03% 359
2023
Q4 		$1.83M Buy
+270,134
New +$1.72M 0.03% 399
2019
Q2 		– Sell
-13,168
Closed -$127K – 367
2019
Q1 		$127K Sell
13,168
-1,011
-7% -$9.3K 0.01% 463
2018
Q4 		$128K Buy
14,179
+1,944
+16% +$17.2K 0.02% 200
2018
Q3 		$113K Buy
+12,235
New +$114K 0.02% 206

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return