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

Lido 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
2026 Q2	$3.61M	Sell	454,537 -200	-0%	-$1.57K	0.01%	588
2026 Q1	$3.46M	Buy	454,737 +200	+0%	+$1.62K	0.01%	541
2025 Q4	$3.75M	Hold	454,537	–	–	0.01%	535
2025 Q3	$3.75M	Buy	454,537 +56,473	+14%	+$458K	0.01%	512
2025 Q2	$3.22M	Sell	398,064 -3,169	-0.8%	-$24.6K	0.01%	475
2025 Q1	$3.22M	Hold	401,233	–	–	0.01%	430
2024 Q4	$3.15M	Buy	401,233 +4,272	+1%	+$34.4K	0.01%	418
2024 Q3	$3.2M	Hold	396,961	–	–	0.02%	382
2024 Q2	$2.99M	Sell	396,961 -3,755	-0.9%	-$27K	0.02%	368
2024 Q1	$2.9M	Buy	400,716 +33,522	+9%	+$238K	0.02%	360
2023 Q4	$2.48M	Buy	+367,194	New	+$2.34M	0.02%	374

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lido Advisors's JPC Position: Q2 2026 in Review

Lido Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.04% in Q2 2026, selling an estimated $1.57K and leaving 454,537 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #588.

Lido Advisors first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Lido Advisors held 454,537 shares of Nuveen Preferred & Income Opportunities Fund worth $3.61M as of Q2 2026.
Lido Advisors sold 200 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.57K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #588 holding.
Lido Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $3.75M in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.