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

Arkadios 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
2021 Q4	–	Sell	-109	Closed	-$2K	–	1209
2021 Q3	$2K	Sell	109 -882	-89%	-$22.6K	﹤0.01%	1751
2021 Q2	$25K	Buy	991 +803	+427%	+$20.4K	﹤0.01%	1186
2021 Q1	$4K	Sell	188 -83	-31%	-$2.02K	﹤0.01%	1414
2020 Q4	$6K	Buy	+271	New	+$6.26K	﹤0.01%	1078

Other funds holding JPI

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

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

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

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

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

Arkadios Wealth Advisors's JPI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2021, closing a stake of 109 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in JPI in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 60 funds tracked by Wall St. Rank hold JPI as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 109 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $25K in Q2 2021.
60 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.