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Oliver Lagore Vanvalin Investment Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.3K Buy
+2,174
New +$16.9K 0.01% 365
2024
Q4 		$17.1K Hold
2,174
– – ﹤0.01% 383
2024
Q3 		$17.5K Buy
2,174
+197
+10% +$1.53K ﹤0.01% 359
2024
Q2 		$14.8K Hold
1,977
– – ﹤0.01% 370
2024
Q1 		$14.2K Hold
1,977
– – ﹤0.01% 380
2023
Q4 		$13.4K Buy
+1,977
New +$12.6K 0.01% 373

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JPC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025: 2,174 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JPC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JPC in Q4 2023 and has held it in 6 quarters since. The position peaked at $17.5K in Q3 2024. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 2,174 shares of Nuveen Preferred & Income Opportunities Fund worth $17.3K as of Q2 2025.
  • Nuveen Preferred & Income Opportunities Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #365 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 6 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Nuveen Preferred & Income Opportunities Fund position peaked at $17.5K in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.