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Elm3 Financial Group, LLC

SEC CIK
0002011201
Latest filing
Jul 29, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Elm3 Financial Group, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of JPC by Elm3 Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10,910−100.0%Sold outHolders
Q1 202510,910$86.8K0.1%00.0%UnchangedHolders
Q4 202410,910$85.8K0.1%–No prior filingHolders