American Portfolios Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

American Portfolios Advisors’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 Q3	$7.37K	Hold	400	–	–	﹤0.01%	2651
2022 Q2	$7.68K	Hold	400	–	–	﹤0.01%	2672
2022 Q1	$8.8K	Hold	400	–	–	﹤0.01%	2746
2021 Q4	$10.4K	Hold	400	–	–	﹤0.01%	2607
2021 Q3	$9.92K	Hold	400	–	–	﹤0.01%	2572
2021 Q2	$10.2K	Buy	+400	New	+$10.1K	﹤0.01%	2504
2018 Q4	–	Sell	-260	Closed	-$5.9K	–	2499
2018 Q3	$5.9K	Hold	260	–	–	﹤0.01%	1944
2018 Q2	$6.01K	Hold	260	–	–	﹤0.01%	1910
2018 Q1	$6.17K	Buy	+260	New	+$6.21K	﹤0.01%	1805

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

PAIM

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

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

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

RJA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

American Portfolios Advisors's JPI Position: Q3 2022 in Review

American Portfolios Advisors held its Nuveen Preferred Securities & Income Opportunities Fund (JPI) position steady in Q3 2022 at 400 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

American Portfolios Advisors first reported a position in JPI in Q1 2018 and has held it in 9 quarters since. The position peaked at $10.4K in Q4 2021. 59 funds tracked by Wall St. Rank hold JPI as of Q3 2022.

American Portfolios Advisors held 400 shares of Nuveen Preferred Securities & Income Opportunities Fund worth $7.37K as of Q3 2022.
American Portfolios Advisors left its Nuveen Preferred Securities & Income Opportunities Fund share count unchanged in Q3 2022.
Nuveen Preferred Securities & Income Opportunities Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2651 holding.
American Portfolios Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2018 and has held it in 9 quarters since.
American Portfolios Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $10.4K in Q4 2021.
59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.