Belpointe Asset Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-410	Closed	-$7.23K	–	2021
2023 Q1	$7.23K	Hold	410	–	–	﹤0.01%	2875
2022 Q4	$7.62K	Buy	+410	New	+$7.59K	﹤0.01%	2748

Other funds holding JPI

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

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

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

Belpointe Asset Management's JPI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2023, closing a stake of 410 shares — an estimated $7.23K sold.

Belpointe Asset Management first reported a position in JPI in Q4 2022 and held it in 2 quarters. The position peaked at $7.62K in Q4 2022. 68 funds tracked by Wall St. Rank hold JPI as of Q2 2023.

Belpointe Asset Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 410 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2023, an estimated $7.23K.
Belpointe Asset Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $7.62K in Q4 2022.
68 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.