ROTHSCHILD INVESTMENT LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 85338 CHICAGO, IL

Position in JPC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$638,019

+$102,084 QoQ

Shares Held

80,967

+13.9% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#83

of 328 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $75,514,410 across 123 Asset Management names. JPC ranks #16 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	240,474	$28,296,575
2	RVT	Royce Small-Cap Trust, Inc.	250,772	$4,631,758
3	WT	WisdomTree, Inc.	258,787	$4,383,851
4	KKR	KKR & Co. Inc.	43,559	$3,997,845
5	ARCC	Ares Capital Corp	174,299	$3,229,760
6	BLK	BlackRock, Inc.	2,476	$2,380,822
7	AMP	Ameriprise Financial Inc	5,178	$2,375,459
8	OWL	Blue Owl Capital Inc.	262,486	$2,296,752

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$638,019	80,967	+13.9%	Shares	Sole	2026-08-06
2026-03-31	$535,935	71,079	+7.3%	Shares	Sole	2026-05-07
2025-12-31	$537,173	66,236	-3.3%	Shares	Sole	2026-02-10
2025-09-30	$561,782	68,510	-1.3%	Shares	Sole	2025-11-07
2025-06-30	$556,588	69,400	-83.8%	Shares	Sole	2025-08-11
2025-03-31	$3,403,051	427,519	-15.0%	Shares	Sole	2025-04-08
2024-12-31	$3,954,405	503,105	-2.1%	Shares	Sole	2025-02-04
2024-09-30	$4,148,318	514,042	-1.7%	Shares	Sole	2024-10-18
2024-06-30	$3,905,950	522,885	-1.1%	Shares	Sole	2024-07-31
2024-03-31	$3,801,360	528,701	+1.6%	Shares	Sole	2024-07-31
2023-12-31	$3,516,477	520,189	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.