IEQ CAPITAL, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1779789 Foster City, CA

Position in JPC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$109,082

+$4,706 QoQ

Shares Held

13,843

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#221

of 330 holders

Holding Since

Dec 2023

11 quarters on record

Financial Services · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $201,200,979 across 49 Asset Management names. JPC ranks #46 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	28,097	$27,016,951
2	BX	Blackstone Inc.	213,871	$25,166,200
3	IVZ	Invesco Ltd.	847,307	$22,360,431
4	NTRS	Northern Trust Corp	125,067	$21,741,647
5	JHG	Janus Henderson Group Ltd.	323,925	$16,827,903
6	AMP	Ameriprise Financial Inc	29,551	$13,556,816
7	KKR	KKR & Co. Inc.	142,000	$13,032,759
8	OWL	Blue Owl Capital Inc.	946,815	$8,284,630

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,082	13,843	0.0%	Shares	Sole	2026-08-11
2026-03-31	$104,376	13,843	0.0%	Shares	Sole	2026-05-15
2025-12-31	$112,266	13,843	0.0%	Shares	Sole	2026-02-13
2025-09-30	$113,512	13,843	0.0%	Shares	Sole	2025-11-14
2025-06-30	$111,020	13,843	-6.7%	Shares	Sole	2025-08-14
2025-03-31	$118,054	14,831	-1.9%	Shares	Sole	2025-05-14
2024-12-31	$118,803	15,115	-39.5%	Shares	Sole	2025-02-03
2024-09-30	$201,774	25,003	0.0%	Shares	Sole	2024-11-14
2024-06-30	$186,772	25,003	-5.8%	Shares	Sole	2024-08-12
2024-03-31	$190,930	26,555	+53.1%	Shares	Sole	2024-05-09
2023-12-31	$117,218	17,340	—	Shares	Other	2024-02-07
No filing history on record for this holder in this stock.