Valley National Advisers’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Valley National Advisers’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 Q2	–	Sell	-2,000	Closed	-$17K	–	936
2022 Q1	$17K	Buy	2,000 +1,785	+830%	+$15.9K	﹤0.01%	534
2021 Q4	$2K	Hold	215	–	–	﹤0.01%	796
2021 Q3	$2K	Hold	215	–	–	﹤0.01%	772
2021 Q2	$2K	Buy	+215	New	+$2.09K	﹤0.01%	788

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

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

Valley National Advisers's JPC Position: Q2 2022 in Review

Valley National Advisers sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2022, closing a stake of 2,000 shares — an estimated $17K sold.

Valley National Advisers first reported a position in JPC in Q2 2021 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 141 funds tracked by Wall St. Rank hold JPC as of Q2 2022.

Valley National Advisers reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Valley National Advisers sold 2,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2022, an estimated $17K.
Valley National Advisers first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2021 and held it in 4 quarters.
Valley National Advisers's Nuveen Preferred & Income Opportunities Fund position peaked at $17K in Q1 2022.
141 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2022.

Based on Valley National Advisers's 13F filing for Q2 2022, filed 15 Jul 2022.