BFEC
JPI

Benjamin F. Edwards & Company’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$4K Hold
200
– – ﹤0.01% 1941
2024
Q1 		$4K Hold
200
– – ﹤0.01% 1919
2023
Q4 		$4K Hold
200
– – ﹤0.01% 1904
2023
Q3 		$3K Hold
200
– – ﹤0.01% 1637
2023
Q2 		$3K Hold
200
– – ﹤0.01% 1634
2023
Q1 		$4K Buy
200
+100
+100% +$1.91K ﹤0.01% 1593
2022
Q4 		$2K Hold
100
– – ﹤0.01% 1729
2022
Q3 		$2K Hold
100
– – ﹤0.01% 1716
2022
Q2 		$2K Buy
+100
New +$2.05K ﹤0.01% 1694

Other funds holding JPI

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Benjamin F. Edwards & Company's JPI Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Nuveen Preferred Securities & Income Opportunities Fund (JPI) position steady in Q2 2024 at 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Benjamin F. Edwards & Company first reported a position in JPI in Q2 2022 and has held it in 9 quarters since. 71 funds tracked by Wall St. Rank hold JPI as of Q2 2024.

  • Benjamin F. Edwards & Company held 200 shares of Nuveen Preferred Securities & Income Opportunities Fund worth $4K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Nuveen Preferred Securities & Income Opportunities Fund share count unchanged in Q2 2024.
  • Nuveen Preferred Securities & Income Opportunities Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1941 holding.
  • Benjamin F. Edwards & Company first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2022 and has held it in 9 quarters since.
  • 71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.