Walled Lake Planning & Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Walled Lake Planning & Wealth Management’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
2026 Q2	$436K	Hold	55,269	–	–	0.11%	86
2026 Q1	$417K	Hold	55,269	–	–	0.12%	87
2025 Q4	$448K	Hold	55,269	–	–	0.14%	82
2025 Q3	$453K	Hold	55,269	–	–	0.15%	83
2025 Q2	$443K	Hold	55,269	–	–	0.14%	80
2025 Q1	$440K	Hold	55,269	–	–	0.16%	77
2024 Q4	$434K	Hold	55,269	–	–	0.16%	76
2024 Q3	$446K	Hold	55,269	–	–	0.17%	74
2024 Q2	$413K	Hold	55,269	–	–	0.17%	70
2024 Q1	$397K	Buy	55,269 +6,550	+13%	+$46.5K	0.16%	70
2023 Q4	$329K	Buy	+48,719	New	+$310K	0.15%	70
2021 Q1	–	Sell	-130	Closed	-$1K	–	345
2020 Q4	$1K	Sell	130 -123	-49%	-$1.09K	﹤0.01%	306
2020 Q3	$2K	Buy	253 +5	+2%	+$43	﹤0.01%	294
2020 Q2	$2K	Buy	248 +5	+2%	+$40	﹤0.01%	287
2020 Q1	$2K	Buy	+243	New	+$2.31K	﹤0.01%	277

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Walled Lake Planning & Wealth Management's JPC Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 55,269 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #86.

Walled Lake Planning & Wealth Management first reported a position in JPC in Q1 2020 and has held it in 15 quarters since. The position peaked at $453K in Q3 2025. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Walled Lake Planning & Wealth Management held 55,269 shares of Nuveen Preferred & Income Opportunities Fund worth $436K as of Q2 2026.
Walled Lake Planning & Wealth Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.11% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #86 holding.
Walled Lake Planning & Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2020 and has held it in 15 quarters since.
Walled Lake Planning & Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $453K in Q3 2025.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.