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Lloyd Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Lloyd Advisory Services’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 		– Sell
-1
Closed -$5 – 957
2025
Q4 		$5 Buy
+1
New +$8 ﹤0.01% 560

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Lloyd Advisory Services's JPC Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 1 share — an estimated $5 sold.

Lloyd Advisory Services first reported a position in JPC in Q4 2025 and held it in 1 quarter. The position peaked at $5 in Q4 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 Nuveen Preferred & Income Opportunities Fund share in Q1 2026, an estimated $5.
  • Lloyd Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $5 in Q4 2025.
  • 322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.