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

Cetera Investment Advisers’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
2025 Q3	–	Sell	-29,644	Closed	-$617K	–	4622
2025 Q2	$617K	Buy	29,644 +679	+2%	+$13.6K	﹤0.01%	2792
2025 Q1	$570K	Buy	28,965 +6,605	+30%	+$132K	﹤0.01%	2731
2024 Q4	$438K	Buy	22,360 +1,946	+10%	+$40.2K	﹤0.01%	2786
2024 Q3	$425K	Sell	20,414 -16,486	-45%	-$326K	﹤0.01%	2782
2024 Q2	$718K	Sell	36,900 -8,846	-19%	-$169K	﹤0.01%	2315
2024 Q1	$880K	Buy	45,746 +30,868	+207%	+$578K	﹤0.01%	2178
2023 Q4	$272K	Buy	+14,878	New	+$257K	﹤0.01%	1840

Other funds holding JPI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Investment Advisers's JPI Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 29,644 shares — an estimated $617K sold.

Cetera Investment Advisers first reported a position in JPI in Q4 2023 and held it in 7 quarters. The position peaked at $880K in Q1 2024. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Cetera Investment Advisers reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Cetera Investment Advisers sold 29,644 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $617K.
Cetera Investment Advisers first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
Cetera Investment Advisers's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $880K in Q1 2024.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.