Avior Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Avior Wealth Management’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 Q2	–	Sell	-1,200	Closed	-$26K	–	1149
2022 Q1	$26K	Hold	1,200	–	–	﹤0.01%	676
2021 Q4	$31K	Hold	1,200	–	–	﹤0.01%	636
2021 Q3	$29K	Hold	1,200	–	–	﹤0.01%	614
2021 Q2	$30K	Buy	+1,200	New	+$30.4K	﹤0.01%	592

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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 $74.2B AUM 21.09% 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

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

Avior Wealth Management's JPI Position: Q2 2022 in Review

Avior Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2022, closing a stake of 1,200 shares — an estimated $26K sold.

Avior Wealth Management first reported a position in JPI in Q2 2021 and held it in 4 quarters. The position peaked at $31K in Q4 2021. 59 funds tracked by Wall St. Rank hold JPI as of Q2 2022.

Avior Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Avior Wealth Management sold 1,200 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2022, an estimated $26K.
Avior Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2021 and held it in 4 quarters.
Avior Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $31K in Q4 2021.
59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2022.

Based on Avior Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.