Advisory Services Network’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-181	Closed	-$3.31K	–	2610
2023 Q4	$3.31K	Buy	+181	New	+$3.12K	﹤0.01%	3250
2023 Q2	–	Sell	-181	Closed	-$3.19K	–	2586
2023 Q1	$3.19K	Hold	181	–	–	﹤0.01%	3300
2022 Q4	$3.36K	Buy	+181	New	+$3.35K	﹤0.01%	3263
2021 Q3	–	Sell	-181	Closed	-$5K	–	2372
2021 Q2	$5K	Buy	+181	New	+$4.59K	﹤0.01%	3072
2021 Q1	–	Sell	-181	Closed	-$4K	–	2184
2020 Q4	$4K	Sell	181 -338	-65%	-$7.81K	﹤0.01%	2795
2020 Q3	$11K	Buy	+519	New	+$11.6K	﹤0.01%	2376
2020 Q2	–	Sell	-519	Closed	-$9K	–	1940
2020 Q1	$9K	Buy	+519	New	+$12.2K	﹤0.01%	2236
2019 Q4	–	Sell	-24	Closed	-$1K	–	3170
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	2722
2019 Q2	$1K	Buy	24 +4	+20%	+$93	﹤0.01%	2720
2019 Q1	$0	Buy	+20	New	+$440	﹤0.01%	2608
2018 Q4	–	Sell	-44	Closed	-$1K	–	2603
2018 Q3	$1K	Buy	+44	New	+$1.02K	﹤0.01%	2408

Other funds holding JPI

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAIM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisory Services Network's JPI Position: Q1 2024 in Review

Advisory Services Network sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2024, closing a stake of 181 shares — an estimated $3.31K sold.

Advisory Services Network first reported a position in JPI in Q3 2018 and held it in 11 quarters. The position peaked at $11K in Q3 2020. 71 funds tracked by Wall St. Rank hold JPI as of Q1 2024.

Advisory Services Network reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 181 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2024, an estimated $3.31K.
Advisory Services Network first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2018 and held it in 11 quarters.
Advisory Services Network's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $11K in Q3 2020.
71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.