PWPS
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Pinnacle Wealth Planning Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Pinnacle Wealth Planning Services’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 		$11.3K Sell
1,503
-6,142
-80% -$49.6K ﹤0.01% 1951
2025
Q4 		$62K Buy
+7,645
New +$62.1K 0.01% 1056
2024
Q4 		– Sell
-15,433
Closed -$125K – 482
2024
Q3 		$125K Sell
15,433
-6,393
-29% -$49.6K 0.02% 493
2024
Q2 		$163K Buy
21,826
+1,422
+7% +$10.2K 0.02% 442
2024
Q1 		$147K Buy
20,404
+2,512
+14% +$17.8K 0.02% 457
2023
Q4 		$121K Buy
+17,892
New +$114K 0.02% 443
2021
Q1 		– Sell
-2,065
Closed -$20K – 1172
2020
Q4 		$20K Buy
+2,065
New +$18.3K ﹤0.01% 1152

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