Creative Planning
JPI

Creative Planning’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Creative Planning’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
Q4 		– Sell
2023
Q3 		$612K Buy
2017
Q3 		– Sell
2017
Q2 		$5K Sell
2017
Q1 		$17K Buy
2016
Q4 		– Sell
2016
Q3 		$99K Buy