TWM
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Tradition Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Tradition 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
2026
Q1 		$89.3K Sell
11,838
-839
-7% -$6.78K 0.01% 496
2025
Q4 		$103K Hold
12,677
– – 0.01% 477
2025
Q3 		$104K Sell
12,677
-692
-5% -$5.61K 0.01% 472
2025
Q2 		$107K Hold
13,369
– – 0.01% 442
2025
Q1 		$106K Hold
13,369
– – 0.01% 420
2024
Q4 		$105K Hold
13,369
– – 0.01% 406
2024
Q3 		$108K Hold
13,369
– – 0.01% 397
2024
Q2 		$99.9K Hold
13,369
– – 0.01% 392
2024
Q1 		$96.1K Hold
13,369
– – 0.01% 380
2023
Q4 		$90K Buy
+13,369
New +$85K 0.01% 503

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