B. Riley Wealth Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

B. Riley 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
2022 Q1	–	Sell	-8,161	Closed	-$212K	–	1456
2021 Q4	$212K	Sell	8,161 -1,219	-13%	-$30.7K	0.01%	1246
2021 Q3	$233K	Sell	9,380 -1,443	-13%	-$37.1K	0.01%	1171
2021 Q2	$276K	Sell	10,823 -3,813	-26%	-$96.6K	0.01%	1069
2021 Q1	$367K	Buy	+14,636	New	+$355K	0.01%	892
2020 Q1	–	Sell	-10,539	Closed	-$272K	–	850
2019 Q4	$272K	Sell	10,539 -1,910	-15%	-$47.9K	0.02%	636
2019 Q3	$308K	Buy	12,449 +3,108	+33%	+$75.2K	0.03%	585
2019 Q2	$222K	Buy	+9,341	New	+$217K	0.02%	678
2015 Q1	–	Sell	-2,500	Closed	-$56	–	1308
2014 Q4	$56	Buy	+2,500	New	+$57.5K	﹤0.01%	2031
2014 Q3	–	Sell	-2,500	Closed	-$58.7K	–	1302
2014 Q2	$58.7K	Sell	2,500 -1,000	-29%	-$23.3K	0.01%	962
2014 Q1	$80K	Hold	3,500	–	–	0.02%	662
2013 Q4	$77K	Sell	3,500 -400	-10%	-$8.9K	0.02%	602
2013 Q3	$88K	Buy	+3,900	New	+$89.2K	0.03%	575

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

RJA

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's JPI Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2022, closing a stake of 8,161 shares — an estimated $212K sold.

B. Riley Wealth Advisors first reported a position in JPI in Q3 2013 and held it in 12 quarters. The position peaked at $367K in Q1 2021. 63 funds tracked by Wall St. Rank hold JPI as of Q1 2022.

B. Riley Wealth Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,161 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2022, an estimated $212K.
B. Riley Wealth Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2013 and held it in 12 quarters.
B. Riley Wealth Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $367K in Q1 2021.
63 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.