Daymark Wealth Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Daymark Wealth Partners’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	-11,391	Closed	-$237K	–	611
2025 Q2	$237K	Hold	11,391	–	–	0.01%	506
2025 Q1	$224K	Hold	11,391	–	–	0.01%	472
2024 Q4	$223K	Hold	11,391	–	–	0.01%	463
2024 Q3	$237K	Sell	11,391 -1,557	-12%	-$30.8K	0.01%	474
2024 Q2	$252K	Hold	12,948	–	–	0.01%	435
2024 Q1	$249K	Hold	12,948	–	–	0.01%	378
2023 Q4	$237K	Hold	12,948	–	–	0.01%	358
2023 Q3	$222K	Sell	12,948 -4,509	-26%	-$77.6K	0.02%	347
2023 Q2	$293K	Hold	17,457	–	–	0.02%	298
2023 Q1	$308K	Sell	17,457 -700	-4%	-$13.3K	0.04%	239
2022 Q4	$337K	Buy	+18,157	New	+$336K	0.06%	173

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

Daymark Wealth Partners's JPI Position: Q3 2025 in Review

Daymark Wealth Partners sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 11,391 shares — an estimated $237K sold.

Daymark Wealth Partners first reported a position in JPI in Q4 2022 and held it in 11 quarters. The position peaked at $337K in Q4 2022. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Daymark Wealth Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Daymark Wealth Partners sold 11,391 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $237K.
Daymark Wealth Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2022 and held it in 11 quarters.
Daymark Wealth Partners's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $337K in Q4 2022.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Daymark Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.