20/20 Capital Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

20/20 Capital Management’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-38,994	Closed	-$788K	–	152
2020 Q1	$788K	Sell	38,994 -1,174	-3%	-$27.7K	0.35%	55
2019 Q4	$1.05M	Buy	+40,168	New	+$1.01M	0.42%	50

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

20/20 Capital Management's JPI Position: Q2 2020 in Review

20/20 Capital Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2020, closing a stake of 38,994 shares — an estimated $788K sold.

20/20 Capital Management first reported a position in JPI in Q4 2019 and held it in 2 quarters. The position peaked at $1.05M in Q4 2019. 54 funds tracked by Wall St. Rank hold JPI as of Q2 2020.

20/20 Capital Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
20/20 Capital Management sold 38,994 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2020, an estimated $788K.
20/20 Capital Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2019 and held it in 2 quarters.
20/20 Capital Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.05M in Q4 2019.
54 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2020.

Based on 20/20 Capital Management's 13F filing for Q2 2020, filed 10 Aug 2020.