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

Schechter 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
2025 Q1	$124K	Hold	15,593	–	–	0.01%	571
2024 Q4	$123K	Hold	15,593	–	–	0.01%	593
2024 Q3	$126K	Hold	15,593	–	–	0.01%	607
2024 Q2	$116K	Buy	15,593 +2,371	+18%	+$17K	0.01%	581
2024 Q1	$95.1K	Hold	13,222	–	–	0.01%	596
2023 Q4	$89.4K	Hold	13,222	–	–	0.01%	581
2023 Q3	$83.7K	Hold	13,222	–	–	0.01%	567
2023 Q2	$85.7K	Hold	13,222	–	–	0.01%	613
2023 Q1	$87K	Hold	13,222	–	–	0.01%	649
2022 Q4	$96.3K	Hold	13,222	–	–	0.01%	798
2022 Q3	$92K	Hold	13,222	–	–	0.01%	901
2022 Q2	$101K	Hold	13,222	–	–	0.01%	910
2022 Q1	$113K	Hold	13,222	–	–	0.01%	892
2021 Q4	$129K	Buy	+13,222	New	+$128K	0.01%	832

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

Schechter Investment Advisors's JPC Position: Q1 2025 in Review

Schechter Investment Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2025 at 15,593 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #571.

Schechter Investment Advisors first reported a position in JPC in Q4 2021 and has held it in 14 quarters since. The position peaked at $129K in Q4 2021. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

Schechter Investment Advisors held 15,593 shares of Nuveen Preferred & Income Opportunities Fund worth $124K as of Q1 2025.
Schechter Investment Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2025.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #571 holding.
Schechter Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $129K in Q4 2021.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.