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

Ameritas Advisory Services’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	-500	Closed	-$10.4K	–	2544
2025 Q2	$10.4K	Buy	+500	New	+$10K	﹤0.01%	1998
2023 Q2	–	Sell	-1,467	Closed	-$25.7K	–	1609
2023 Q1	$25.7K	Buy	+1,467	New	+$28K	﹤0.01%	1529

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

Ameritas Advisory Services's JPI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 500 shares — an estimated $10.4K sold.

Ameritas Advisory Services first reported a position in JPI in Q1 2023 and held it in 2 quarters. The position peaked at $25.7K in Q1 2023. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Ameritas Advisory Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 500 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $10.4K.
Ameritas Advisory Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $25.7K in Q1 2023.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.