Transcendent Capital Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Transcendent Capital Group’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	–	Sell	-1,056	Closed	-$8.3K	–	263
2024 Q4	$8.3K	Hold	1,056	–	–	﹤0.01%	355
2024 Q3	$8.52K	Hold	1,056	–	–	﹤0.01%	370
2024 Q2	$7.89K	Hold	1,056	–	–	﹤0.01%	338
2024 Q1	$7.59K	Hold	1,056	–	–	﹤0.01%	339
2023 Q4	$7.14K	Buy	+1,056	New	+$6.72K	﹤0.01%	287

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

Transcendent Capital Group's JPC Position: Q1 2025 in Review

Transcendent Capital Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 1,056 shares — an estimated $8.3K sold.

Transcendent Capital Group first reported a position in JPC in Q4 2023 and held it in 5 quarters. The position peaked at $8.52K in Q3 2024. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

Transcendent Capital Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Transcendent Capital Group sold 1,056 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $8.3K.
Transcendent Capital Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 5 quarters.
Transcendent Capital Group's Nuveen Preferred & Income Opportunities Fund position peaked at $8.52K in Q3 2024.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.