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Livermore
Livermore
ZHEN

Shaker Financial Services, LLC

SEC CIK
0001511794
Latest filing
Jul 15, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPC overviewAll 13F holders of JPCFull Q2 2026 holdings

Shares (Q2 2026)
87,000
Value
$689.3K
% of portfolio
0.2%
Quarters held
18
Since Q1 2021
Holdings of JPC by Shaker Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,000$689.3K0.2%+87,000NewHolders
Q3 20250$00.0%−54,700−100.0%Sold outHolders
Q2 202554,700$442.3K0.2%+1,700+3.2%AddedHolders
Q1 202553,000$421.9K0.2%+39,035+279.5%AddedHolders
Q4 202413,965$109.8K<0.1%−43,035−75.5%ReducedHolders
Q3 202457,000$464.2K0.2%+57,000NewHolders
Q2 20240$00.0%−158,013−100.0%Sold outHolders
Q1 2024158,013$1.14M0.4%−314,123−66.5%ReducedHolders
Q4 2023472,136$3.19M1.3%+305,505+183.3%AddedHolders
Q3 2023166,631$1.06M0.5%00.0%UnchangedHolders
Q2 2023166,631$1.09M0.5%+5,323+3.3%AddedHolders
Q1 2023161,308$1.07M0.5%+106,835+196.1%AddedHolders
Q4 202254,473$396.6K0.2%−2,737−4.8%ReducedHolders
Q3 202257,210$398.0K0.2%+43,050+304.0%AddedHolders
Q2 202214,160$108.0K0.1%−379,346−96.4%ReducedHolders
Q1 2022393,506$3.38M1.3%+23,819+6.4%AddedHolders
Q4 2021369,687$3.61M1.3%+225,845+157.0%AddedHolders
Q3 2021143,842$1.42M0.6%−12,654−8.1%ReducedHolders
Q2 2021156,496$1.56M0.6%−27,864−15.1%ReducedHolders
Q1 2021184,360$1.75M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.