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Wright Wealth LLC

SEC CIK
0002046147
Latest filing
Jul 29, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Wright Wealth 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)
210,089
Value
$1.66M
% of portfolio
1.0%
Quarters held
3
Since Q4 2025
Holdings of JPC by Wright Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026210,089$1.66M1.0%+15,910+8.2%AddedHolders
Q1 2026194,179$1.46M1.0%+21,194+12.3%AddedHolders
Q4 2025172,985$1.40M0.9%–No prior filingHolders