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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Wealth Effects 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)
56,090
Value
$442.0K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of JPC by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,090$442.0K0.1%00.0%UnchangedHolders
Q1 202656,090$422.9K0.1%+56,090NewHolders