Private Advisory Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Private Advisory Group’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	-26,690	Closed	-$210K	–	217
2024 Q4	$210K	Buy	+26,690	New	+$215K	0.02%	205
2022 Q4	–	Sell	-10,734	Closed	-$75K	–	213
2022 Q3	$75K	Hold	10,734	–	–	0.02%	176
2022 Q2	$82K	Hold	10,734	–	–	0.02%	157
2022 Q1	$92K	Hold	10,734	–	–	0.02%	160
2021 Q4	$105K	Hold	10,734	–	–	0.02%	144
2021 Q3	$106K	Buy	+10,734	New	+$107K	0.03%	120

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

Private Advisory Group's JPC Position: Q1 2025 in Review

Private Advisory Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 26,690 shares — an estimated $210K sold.

Private Advisory Group first reported a position in JPC in Q3 2021 and held it in 6 quarters. The position peaked at $210K in Q4 2024. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

Private Advisory Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Private Advisory Group sold 26,690 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $210K.
Private Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2021 and held it in 6 quarters.
Private Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $210K in Q4 2024.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.