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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Arkadios Wealth Advisors, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of JPC by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−32,979−100.0%Sold outHolders
Q1 202632,979$248.7K<0.1%+32,979NewHolders
Q4 20250$00.0%−10,687−100.0%Sold outHolders
Q3 202510,687$87.6K<0.1%+10,687NewHolders
Q4 20210$00.0%−577−100.0%Sold outHolders
Q3 2021577$5.00K<0.1%−4,353−88.3%ReducedHolders
Q2 20214,930$49.0K<0.1%+3,970+413.5%AddedHolders
Q1 2021960$9.00K<0.1%––Holders

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