AE Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

AE Wealth 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
2022 Q1	–	Sell	-8,030	Closed	-$208K	–	1749
2021 Q4	$208K	Buy	+8,030	New	+$202K	﹤0.01%	1590
2021 Q3	–	Sell	-8,025	Closed	-$205K	–	1678
2021 Q2	$205K	Hold	8,025	–	–	﹤0.01%	1495
2021 Q1	$201K	Buy	+8,025	New	+$195K	﹤0.01%	1405

Other funds holding JPI

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

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

RJA

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

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

SIA

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's JPI Position: Q1 2022 in Review

AE Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2022, closing a stake of 8,030 shares — an estimated $208K sold.

AE Wealth Management first reported a position in JPI in Q1 2021 and held it in 3 quarters. The position peaked at $208K in Q4 2021. 63 funds tracked by Wall St. Rank hold JPI as of Q1 2022.

AE Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
AE Wealth Management sold 8,030 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2022, an estimated $208K.
AE Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2021 and held it in 3 quarters.
AE Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $208K in Q4 2021.
63 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.