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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Segment Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of JPC by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−15,006−100.0%Sold outHolders
Q4 202515,006$121.7K<0.1%+15,006NewHolders