ATPW
JPI

Ashton Thomas Private Wealth’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Ashton Thomas Private Wealth’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
-1,000
Closed -$19.4K – 1256
2024
Q2 		$19.4K Buy
+1,000
New +$19.2K ﹤0.01% 1165

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ashton Thomas Private Wealth's JPI Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2024, closing a stake of 1,000 shares — an estimated $19.4K sold.

Ashton Thomas Private Wealth first reported a position in JPI in Q2 2024 and held it in 1 quarter. The position peaked at $19.4K in Q2 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 1,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2024, an estimated $19.4K.
  • Ashton Thomas Private Wealth first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $19.4K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.