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Wright Wealth LLC → JPC

Wright Wealth LLC JPC Position History

Nuveen Preferred & Income Opportunities Fund • Financial Services

Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.4M
Q1 2026$1.5M
Q2 2026$1.7M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M237.0K——
Q2 2026$1.7M210.1K——
Q1 2026$1.5M194.2K——
Q4 2025$1.4M173.0K——

Other funds holding JPC

Other Wright Wealth LLC positions

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VANGUARD SCOTTSDALE FDS

$18.7M
VGES

VANGUARD SCOTTSDALE FDS

$17.9M
VGES

VANGUARD SCOTTSDALE FDS

$17.1M
VGES

VANGUARD SCOTTSDALE FDS

$16.7M
AAPL

APPLE INC

$13.4M
AAPL

APPLE INC

$11.7M
AAPL

APPLE INC

$11.3M
AAPL

APPLE INC

$10.2M
Wright Wealth LLC JPC Holdings: 13F Position History | Track13F