Lido Advisors
JPC icon

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
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 0.02% 512
2025
Q2 		$3.22M Sell
398,064
-3,169
-0.8% -$24.6K 0.02% 475
2025
Q1 		$3.22M Hold
401,233
– – 0.02% 430
2024
Q4 		$3.15M Buy
401,233
+4,272
+1% +$34.4K 0.02% 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 0.03% 360
2023
Q4 		$2.48M Buy
+367,194
New +$2.34M 0.02% 374

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 $1.02T AUM 30.18% 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