Arete Wealth Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Arete Wealth 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
2024 Q3	–	Sell	-15,735	Closed	-$306K	–	769
2024 Q2	$306K	Buy	15,735 +250	+2%	+$4.79K	0.03%	523
2024 Q1	$298K	Hold	15,485	–	–	0.03%	344
2023 Q4	$283K	Hold	15,485	–	–	0.02%	573
2023 Q3	$266K	Hold	15,485	–	–	0.05%	372
2023 Q2	$260K	Hold	15,485	–	–	0.02%	525
2023 Q1	$273K	Buy	+15,485	New	+$295K	0.02%	496
2022 Q4	–	Sell	-13,842	Closed	-$255K	–	671
2022 Q3	$255K	Buy	+13,842	New	+$275K	0.02%	447
2022 Q2	–	Sell	-12,978	Closed	-$285K	–	510
2022 Q1	$285K	Sell	12,978 -36,716	-74%	-$855K	0.02%	390
2021 Q4	$1.29M	Buy	+49,694	New	+$1.25M	0.11%	162

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Arete Wealth Advisors's JPI Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2024, closing a stake of 15,735 shares — an estimated $306K sold.

Arete Wealth Advisors first reported a position in JPI in Q4 2021 and held it in 9 quarters. The position peaked at $1.29M in Q4 2021. 49 funds tracked by Wall St. Rank hold JPI as of Q3 2024.

Arete Wealth Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 15,735 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2024, an estimated $306K.
Arete Wealth Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2021 and held it in 9 quarters.
Arete Wealth Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.29M in Q4 2021.
49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.