Herold Advisors, Inc.
- SEC CIK
- 0001891713
- Latest filing
- Jul 22, 2026
JPC holding history
Nuveen Preferred & Income Opportunities Fund in every 13F filed by Herold Advisors, Inc., 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 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −10,092−100.0% | Sold out | Holders |
| Q1 2023 | 10,092 | $66.4K | <0.1% | +10.0% | Added | Holders |
| Q4 2022 | 10,091 | $73.5K | <0.1% | +10,091 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −7,852−100.0% | Sold out | Holders |
| Q1 2022 | 7,852 | $67.4K | <0.1% | +7,852 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −8,452−100.0% | Sold out | Holders |
| Q3 2021 | 8,452 | $83.0K | <0.1% | – | No prior filing | Holders |