Carson Wealth (CWM LLC)
JPI

Carson Wealth (CWM LLC)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-500
Closed -$8K – 4344
2023
Q2 		$8K Buy
+500
New +$8.43K ﹤0.01% 3208
2022
Q1 		– Sell
-2
Closed – – 3687
2021
Q4 		$0 Buy
+2
New +$50 ﹤0.01% 3568
2021
Q2 		$5K Hold
205
– – ﹤0.01% 2359
2021
Q1 		$5K Hold
205
– – ﹤0.01% 2359
2020
Q4 		$5K Hold
205
– – ﹤0.01% 2359
2020
Q3 		$5K Hold
205
– – ﹤0.01% 2359
2020
Q2 		$5K Hold
205
– – ﹤0.01% 2357
2020
Q1 		$5K Hold
205
– – ﹤0.01% 2357
2019
Q4 		$5K Hold
205
– – ﹤0.01% 2357
2019
Q3 		$5K Hold
205
– – ﹤0.01% 2357
2019
Q2 		$5K Hold
205
– – ﹤0.01% 2357
2019
Q1 		$5K Sell
205
-1,758
-90% -$38.7K ﹤0.01% 2356
2018
Q4 		$40K Buy
+1,963
New +$42K ﹤0.01% 927

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JPI Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2023, closing a stake of 500 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in JPI in Q4 2018 and held it in 13 quarters. The position peaked at $40K in Q4 2018. 68 funds tracked by Wall St. Rank hold JPI as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2023, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2018 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen Preferred Securities & Income Opportunities Fund position peaked at $40K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.