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

Allworth 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	-1,622	Closed	-$33.7K	–	4979
2025 Q2	$33.7K	Buy	1,622 +22	+1%	+$440	﹤0.01%	2188
2025 Q1	$31.9K	Buy	1,600 +32	+2%	+$638	﹤0.01%	1788
2024 Q4	$31.5K	Buy	1,568 +340	+28%	+$7.03K	﹤0.01%	1817
2024 Q3	$25.6K	Buy	1,228 +12	+1%	+$237	﹤0.01%	1753
2024 Q2	$24.1K	Buy	1,216 +24	+2%	+$460	﹤0.01%	1763
2024 Q1	$22.9K	Buy	1,192 +19	+2%	+$356	﹤0.01%	1695
2023 Q4	$21.4K	Buy	1,173 +20	+2%	+$345	﹤0.01%	1605
2023 Q3	$19.8K	Sell	1,153 -181	-14%	-$3.12K	﹤0.01%	1520
2023 Q2	$22.4K	Buy	+1,334	New	+$22.5K	﹤0.01%	1471

Other funds holding JPI

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

Allworth Financial's JPI Position: Q3 2025 in Review

Allworth Financial sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 1,622 shares — an estimated $33.7K sold.

Allworth Financial first reported a position in JPI in Q2 2023 and held it in 9 quarters. The position peaked at $33.7K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Allworth Financial reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 1,622 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $33.7K.
Allworth Financial first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2023 and held it in 9 quarters.
Allworth Financial's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $33.7K in Q2 2025.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.