Western Wealth Management, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1767902 GOLDEN, CO

Position in JPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$160,334

-$20,376 QoQ

Shares Held

20,347

-15.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#183

of 328 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $30,690,840 across 45 Asset Management names. JPC ranks #37 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	5,463	$5,253,002
2	BX	Blackstone Inc.	26,414	$3,108,134
3	PSLV	Sprott Physical Silver Trust	161,762	$3,052,448
4	BPRE	Bluerock Private Real Estate Fund	143,212	$1,863,188
5	RJF	Raymond James Financial Inc	9,814	$1,492,022
6	PDI	PIMCO Dynamic Income Fund	81,936	$1,368,330
7	ARCC	Ares Capital Corp	73,575	$1,363,344
8	KKR	KKR & Co. Inc.	10,531	$966,535

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,334	20,347	-15.1%	Shares	Sole	2026-08-14
2026-03-31	$180,710	23,967	+2.3%	Shares	Sole	2026-05-19
2024-12-31	$184,191	23,434	-8.5%	Shares	Sole	2025-02-18
2024-09-30	$206,656	25,608	+29.1%	Shares	Sole	2024-11-12
2023-12-31	$134,104	19,838	+10.4%	Shares	Sole	2024-01-31
2022-09-30	$124,842	17,963	+0.5%	Shares	Sole	2022-11-07
2022-06-30	$136,728	17,873	+7.5%	Shares	Sole	2022-07-18
2022-03-31	$142,633	16,624	+31.2%	Shares	Sole	2022-05-10
2020-09-30	$107,542	12,667	0.0%	Shares	Sole	2020-10-27
2020-06-30	$104,249	12,667	0.0%	Shares	Sole	2020-07-20
2020-03-31	$92,975	12,667	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.