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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → JPC
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$377K
Q3 2026
Peak value
$453K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $453K |
| Q4 2025 | $448K |
| Q1 2026 | $417K |
| Q2 2026 | $436K |
| Q3 2026 | $377K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $377K | 55.3K | — | — |
| Q2 2026 | $436K | 55.3K | — | — |
| Q1 2026 | $417K | 55.3K | — | — |
| Q4 2025 | $448K | 55.3K | — | — |
| Q3 2025 | $453K | 55.3K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M