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

Lido Advisors’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-22,795	Closed	-$478K	–	1868
2025 Q2	$478K	Hold	22,795	–	–	﹤0.01%	1124
2025 Q1	$452K	Hold	22,795	–	–	﹤0.01%	1053
2024 Q4	$447K	Hold	22,795	–	–	﹤0.01%	1044
2024 Q3	$475K	Hold	22,795	–	–	﹤0.01%	974
2024 Q2	$446K	Hold	22,795	–	–	﹤0.01%	962
2024 Q1	$441K	Hold	22,795	–	–	﹤0.01%	942
2023 Q4	$417K	Buy	+22,795	New	+$393K	﹤0.01%	924

Other funds holding JPI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lido Advisors's JPI Position: Q3 2025 in Review

Lido Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 22,795 shares — an estimated $478K sold.

Lido Advisors first reported a position in JPI in Q4 2023 and held it in 7 quarters. The position peaked at $478K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Lido Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Lido Advisors sold 22,795 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $478K.
Lido Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
Lido Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $478K in Q2 2025.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.