JPC β€” NUVEEN PFD & INCOME OPPORTUN

Ownership history in Mueller Wealth, LLC  Β·  1 quarter on record

AI Ownership Summary

Mueller Wealth, LLC reported NUVEEN PFD & INCOME OPPORTUN (JPC) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows JPC at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mueller Wealth, LLC's position in NUVEEN PFD & INCOME OPPORTUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPC was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mueller Wealth, LLC held JPC β€” position size vs. price
% of Fund (quarterly)    JPC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 19,187 β€” β€” 0.13% $156K 2026-02-14 (Est.) $8.19

FAQ About Mueller Wealth, LLC and JPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mueller Wealth, LLC reported owning JPC?

Mueller Wealth, LLC reported JPC across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported JPC position in Mueller Wealth, LLC's portfolio?

The largest reported portfolio weight for JPC was 0.13% in 2025 Q4.

What is the latest reported JPC position on this page?

The most recent filing on this page is 2025 Q4, when Mueller Wealth, LLC reported 19,187 shares, equal to 0.13% of portfolio, with an estimated market value of $156K.

What does the chart on this JPC ownership page compare?

The chart compares Mueller Wealth, LLC's quarterly JPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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