Chicago Partners Investment Group LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1563525 CHICAGO, IL

Position in JPC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,649,440

-$32,447 QoQ

Shares Held

463,127

-5.2% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $165,089,619 across 65 Asset Management names. JPC ranks #13 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	225,726	$26,561,178
2	IVZ	Invesco Ltd.	183,968	$20,755,096
3	BN	BROOKFIELD Corp /ON/	392,282	$16,707,290
4	ARCC	Ares Capital Corp	571,386	$10,587,782
5	LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	468,773	$9,919,236
6	EVV	Eaton Vance Ltd Duration Income Fund	1,043,303	$9,775,749
7	KKR	KKR & Co. Inc.	85,222	$7,821,675
8	NUV	Nuveen Municipal Value Fund Inc	713,350	$6,577,087

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,649,440	463,127	-5.2%	Shares	Sole	2026-07-30
2026-03-31	$3,681,887	488,314	-8.9%	Shares	Sole	2026-05-04
2025-12-31	$4,348,030	536,132	+0.7%	Shares	Sole	2026-01-28
2025-09-30	$4,366,524	532,503	+53.2%	Shares	Sole	2025-10-30
2025-06-30	$2,788,473	347,690	+6.5%	Shares	Sole	2025-07-29
2025-03-31	$2,598,947	326,501	+1.5%	Shares	Sole	2025-05-09
2024-12-31	$2,527,280	321,537	+1.3%	Shares	Sole	2025-01-24
2024-09-30	$2,560,909	317,337	+4.4%	Shares	Sole	2024-10-29
2024-06-30	$2,269,587	303,827	+1.1%	Shares	Sole	2024-07-31
2024-03-31	$2,160,659	300,509	+11.5%	Shares	Sole	2024-04-25
2023-12-31	$1,822,056	269,535	—	Shares	Sole	2024-02-23
No filing history on record for this holder in this stock.