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MBL Wealth, LLC → JPC

MBL Wealth, LLC JPC Position History

Nuveen Preferred & Income Opportunities Fund • Financial Services

Quarters held
3
Latest value
$7.3M
Q3 2026
Peak value
$7.3M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$335K
Q2 2026$2.2M
Q3 2026$7.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.3M291.0K——
Q2 2026$2.2M83.6K——
Q1 2026$335K13.0K——

Other funds holding JPC

Other MBL Wealth, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$162M
SPY

STATE STR SPDR S&P 500 ETF T

$160M
SPY

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$145.7M
SPY

STATE STR SPDR S&P 500 ETF T

$141.7M
STT-PG

SPDR SERIES TRUST

$139.1M
STT-PG

SPDR SERIES TRUST

$127.7M
STT-PG

SPDR SERIES TRUST

$120.8M
STT-PG

SPDR SERIES TRUST

$100.3M