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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Abound Wealth Management, 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
1
Since Q1 2026
Holdings of JPC by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−588−100.0%Sold outHolders
Q1 2026588$4.43K<0.1%+588NewHolders