Wright Wealth LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 2046147 ATLANTA, GA

Position in JPC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,655,501

+$191,392 QoQ

Shares Held

210,089

+8.2% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

4.98%

of 13F equity value

Holder Rank

#47

of 328 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wright Wealth LLC holds $5,475,643 across 3 Asset Management names. JPC ranks #3 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	39,834	$1,995,683
2	UTG	Reaves Utility Income Fund	44,805	$1,824,459
3	JPC	Nuveen Preferred & Income Opportunities Fund This page	210,089	$1,655,501

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,655,501	210,089	+8.2%	Shares	Sole	2026-07-29
2026-03-31	$1,464,109	194,179	+12.3%	Shares	Sole	2026-05-15
2025-12-31	$1,402,908	172,985	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.