Equitable Holdings, Inc.

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1333986 NEW YORK, NY

Position in JPC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$314,435

+$26,249 QoQ

Shares Held

39,903

+4.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#125

of 328 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Equitable Holdings, Inc. holds $101,842,514 across 99 Asset Management names. JPC ranks #58 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASGI	abrdn Global Infrastructure Income Fund	1,196,660	$27,822,345
2	BX	Blackstone Inc.	107,490	$12,648,348
3	BLK	BlackRock, Inc.	8,193	$7,878,061
4	PTY	Pimco Corporate & Income Opportunity Fund	553,112	$6,653,937
5	PDI	PIMCO Dynamic Income Fund	191,186	$3,192,806
6	CEF	Sprott Physical Gold & Silver Trust	56,677	$2,280,115
7	KKR	KKR & Co. Inc.	23,246	$2,133,517
8	NMZ	Nuveen Municipal High Income Opportunity Fund	170,091	$1,797,861

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,435	39,903	+4.4%	Shares	Defined	2026-08-17
2026-03-31	$288,186	38,221	+31.5%	Shares	Defined	2026-05-15
2025-12-31	$235,668	29,059	+12.9%	Shares	Defined	2026-02-17
2025-09-30	$211,117	25,746	+78.9%	Shares	Defined	2025-11-14
2024-09-30	$116,119	14,389	+10.3%	Shares	Defined	2024-11-14
2024-06-30	$97,453	13,046	+4.1%	Shares	Defined	2024-08-14
2024-03-31	$90,069	12,527	+0.3%	Shares	Defined	2024-05-14
2023-12-31	$84,432	12,490	—	Shares	Defined	2024-02-13
No filing history on record for this holder in this stock.