Cetera Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Cetera 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
2024 Q1	$298K	Buy	+15,478	New	+$290K	﹤0.01%	1948
2020 Q3	–	Sell	-40,370	Closed	-$914K	–	977
2020 Q2	$914K	Sell	40,370 -547	-1%	-$11.1K	0.04%	382
2020 Q1	$745K	Buy	40,917 +21,126	+107%	+$498K	0.04%	369
2019 Q4	$513K	Buy	19,791 +2,034	+11%	+$51K	0.02%	556
2019 Q3	$438K	Buy	17,757 +1,050	+6%	+$25.4K	0.02%	588
2019 Q2	$394K	Buy	+16,707	New	+$388K	0.02%	625

Other funds holding JPI

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

SIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Advisors's JPI Position: Q1 2024 in Review

Cetera Advisors opened a new position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2024: 15,478 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #1948 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in JPI as recently as Q2 2020.

Cetera Advisors first reported a position in JPI in Q2 2019 and has held it in 6 quarters since. The position peaked at $914K in Q2 2020. 71 funds tracked by Wall St. Rank hold JPI as of Q1 2024.

Cetera Advisors held 15,478 shares of Nuveen Preferred Securities & Income Opportunities Fund worth $298K as of Q1 2024.
Nuveen Preferred Securities & Income Opportunities Fund was a new Cetera Advisors position in Q1 2024.
Nuveen Preferred Securities & Income Opportunities Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1948 holding.
Cetera Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2019 and has held it in 6 quarters since.
Cetera Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $914K in Q2 2020.
71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.