Total Clarity Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-3,999	Closed	-$31K	–	619
2022 Q2	$31K	Buy	+3,999	New	+$31.9K	0.02%	489
2022 Q1	–	Sell	-3,999	Closed	-$39K	–	578
2021 Q4	$39K	Hold	3,999	–	–	0.02%	445
2021 Q3	$40K	Buy	+3,999	New	+$39.9K	0.02%	437
2021 Q2	–	Sell	-5,677	Closed	-$54K	–	473
2021 Q1	$54K	Buy	+5,677	New	+$52.3K	0.03%	324
2020 Q2	–	Sell	-13,227	Closed	-$97K	–	129
2020 Q1	$97K	Buy	13,227 +1,500	+13%	+$14.2K	0.15%	95
2019 Q4	$123K	Buy	+11,727	New	+$119K	0.09%	163

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Total Clarity Wealth Management's JPC Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2022, closing a stake of 3,999 shares — an estimated $31K sold.

Total Clarity Wealth Management first reported a position in JPC in Q4 2019 and held it in 6 quarters. The position peaked at $123K in Q4 2019. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

Total Clarity Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 3,999 Nuveen Preferred & Income Opportunities Fund shares in Q3 2022, an estimated $31K.
Total Clarity Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $123K in Q4 2019.
134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.