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	-35,629	Closed	-$612K	–	2926
2023 Q3	$612K	Buy	+35,629	New	+$613K	﹤0.01%	1433
2017 Q3	–	Sell	-200	Closed	-$5K	–	2828
2017 Q2	$5K	Sell	200 -520	-72%	-$12.9K	﹤0.01%	3990
2017 Q1	$17K	Buy	+720	New	+$17.1K	﹤0.01%	3227
2016 Q4	–	Sell	-4,023	Closed	-$99K	–	4726
2016 Q3	$99K	Buy	+4,023	New	+$99.2K	﹤0.01%	1852

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

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

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

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

Creative Planning's JPI Position: Q4 2023 in Review

Creative Planning sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2023, closing a stake of 35,629 shares — an estimated $612K sold.

Creative Planning first reported a position in JPI in Q3 2016 and held it in 4 quarters. The position peaked at $612K in Q3 2023. 72 funds tracked by Wall St. Rank hold JPI as of Q4 2023.

Creative Planning reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 35,629 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2023, an estimated $612K.
Creative Planning first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2016 and held it in 4 quarters.
Creative Planning's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $612K in Q3 2023.
72 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.