BRWA
JPT

B. Riley Wealth Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

B. Riley Wealth Advisors’s Portfolio JPT Stock Details JPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18,175
Closed -$447K – 1528
2021
Q4 		$447K Buy
18,175
+4,751
+35% +$117K 0.01% 881
2021
Q3 		$335K Buy
13,424
+1,818
+16% +$45.7K 0.01% 987
2021
Q2 		$291K Buy
+11,606
New +$287K 0.01% 1037

Other funds holding JPT

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Bank of America
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DC
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return