Sage Capital Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sage Capital 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 Q2	$352K	Buy	44,691 +792	+2%	+$6.23K	0.07%	117
2026 Q1	$331K	Buy	43,899 +1,706	+4%	+$13.8K	0.08%	113
2025 Q4	$342K	Buy	42,193 +1,014	+2%	+$8.23K	0.08%	112
2025 Q3	$338K	Sell	41,179 -810	-2%	-$6.57K	0.08%	116
2025 Q2	$337K	Sell	41,989 -4,074	-9%	-$31.6K	0.08%	114
2025 Q1	$367K	Sell	46,063 -4,566	-9%	-$36.4K	0.1%	107
2024 Q4	$398K	Sell	50,629 -4,198	-8%	-$33.8K	0.1%	106
2024 Q3	$442K	Buy	54,827 +2,469	+5%	+$19.2K	0.12%	106
2024 Q2	$391K	Buy	52,358 +7,910	+18%	+$56.8K	0.11%	110
2024 Q1	$320K	Buy	44,448 +720	+2%	+$5.11K	0.09%	113
2023 Q4	$296K	Buy	+43,728	New	+$278K	0.1%	111

Other funds holding JPC

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return