CFS Investment Advisory Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

CFS Investment Advisory Services’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
2022 Q2	–	Sell	-27,080	Closed	-$1K	–	385
2022 Q1	$1K	Buy	+27,080	New	+$631K	﹤0.01%	361

Other funds holding JPI

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

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CFS Investment Advisory Services's JPI Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2022, closing a stake of 27,080 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in JPI in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 59 funds tracked by Wall St. Rank hold JPI as of Q2 2022.

CFS Investment Advisory Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 27,080 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2022, an estimated $1K.
CFS Investment Advisory Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2022 and held it in 1 quarter.
CFS Investment Advisory Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1K in Q1 2022.
59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.