AF
JPI

Advisornet Financial’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Advisornet Financial’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
2025
Q3 		– Sell
-666
Closed -$13.9K – 2288
2025
Q2 		$13.9K Hold
666
– – ﹤0.01% 1387
2025
Q1 		$13.1K Sell
666
-333
-33% -$6.64K ﹤0.01% 1334
2024
Q4 		$19.6K Hold
999
– – ﹤0.01% 1146
2024
Q3 		$20.8K Hold
999
– – ﹤0.01% 1184
2024
Q2 		$19.4K Hold
999
– – ﹤0.01% 1099
2024
Q1 		$19.2K Hold
999
– – ﹤0.01% 1082
2023
Q4 		$18.3K Hold
999
– – ﹤0.01% 1112
2023
Q3 		$17.2K Sell
999
-1
-0.1% -$17 ﹤0.01% 1077
2023
Q2 		$16.8K Buy
+1,000
New +$16.9K ﹤0.01% 1161
2020
Q2 		– Sell
-1,000
Closed -$18K – 1852
2020
Q1 		$18K Hold
1,000
– – ﹤0.01% 1090
2019
Q4 		$26K Buy
+1,000
New +$25.1K ﹤0.01% 1104
2018
Q3 		– Sell
-1,500
Closed -$35K – 1543
2018
Q2 		$35K Hold
1,500
– – ﹤0.01% 809
2018
Q1 		$36K Buy
1,500
+500
+50% +$11.9K 0.01% 785
2017
Q4 		$25K Buy
+1,000
New +$25.1K ﹤0.01% 817

Other funds holding JPI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisornet Financial's JPI Position: Q3 2025 in Review

Advisornet Financial sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 666 shares — an estimated $13.9K sold.

Advisornet Financial first reported a position in JPI in Q4 2017 and held it in 14 quarters. The position peaked at $36K in Q1 2018. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Advisornet Financial reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 666 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $13.9K.
  • Advisornet Financial first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2017 and held it in 14 quarters.
  • Advisornet Financial's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $36K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.