Cetera Investment Advisers’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
29,644
+679
| +2% | +$14.1K | ﹤0.01% | 2792 |
|
|
2025
Q1 | $570K | Buy |
28,965
+6,605
| +30% | +$130K | ﹤0.01% | 2731 |
|
|
2024
Q4 | $438K | Buy |
22,360
+1,946
| +10% | +$38.1K | ﹤0.01% | 2786 |
|
|
2024
Q3 | $425K | Sell |
20,414
-16,486
| -45% | -$343K | ﹤0.01% | 2782 |
|
|
2024
Q2 | $718K | Sell |
36,900
-8,846
| -19% | -$172K | ﹤0.01% | 2315 |
|
|
2024
Q1 | $880K | Buy |
45,746
+30,868
| +207% | +$594K | ﹤0.01% | 2178 |
|
|
2023
Q4 | $272K | Buy |
+14,878
| New | +$272K | ﹤0.01% | 1840 |
|