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Realta Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Realta Investment Advisors’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 		$120K Buy
15,908
+240
+2% +$1.94K 0.04% 222
2025
Q4 		$127K Sell
15,668
-5,916
-27% -$48K 0.04% 213
2025
Q3 		$177K Buy
21,584
+370
+2% +$3K 0.06% 194
2025
Q2 		$170K Buy
21,214
+370
+2% +$2.87K 0.07% 185
2025
Q1 		$166K Buy
20,844
+238
+1% +$1.9K 0.08% 182
2024
Q4 		$165K Buy
20,606
+349
+2% +$2.81K 0.07% 193
2024
Q3 		$164K Buy
20,257
+41
+0.2% +$318 0.08% 192
2024
Q2 		$151K Buy
20,216
+576
+3% +$4.14K 0.03% 426
2024
Q1 		$141K Buy
19,640
+172
+0.9% +$1.22K 0.03% 448
2023
Q4 		$132K Buy
+19,468
New +$124K 0.03% 424
2020
Q1 		– Sell
-675
Closed -$7K – 885
2019
Q4 		$7K Hold
675
– – ﹤0.01% 1244
2019
Q3 		$7K Hold
675
– – ﹤0.01% 1221
2019
Q2 		$6K Hold
675
– – ﹤0.01% 1316
2019
Q1 		$6K Buy
+675
New +$6.21K ﹤0.01% 1032

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