CAHABA WEALTH MANAGEMENT, INC.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1716399
Atlanta, GA
Position in JPC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$95,411
+$4,117 QoQ
Shares Held
12,108
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#243
of 328 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CAHABA WEALTH MANAGEMENT, INC. holds $6,405,436 across 4 Asset Management names. JPC ranks #4 (1.5% of the industry book) .
All Filings in JPC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,411 | 12,108 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $91,294 | 12,108 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $98,195 | 12,108 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $99,285 | 12,108 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||