Diversify Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Diversify Wealth Management’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	-14,961	Closed	-$307K	–	553
2025 Q2	$307K	Buy	14,961 +206	+1%	+$4.12K	0.02%	453
2025 Q1	$292K	Sell	14,755 -1,398	-9%	-$27.9K	0.02%	441
2024 Q4	$319K	Buy	+16,153	New	+$334K	0.02%	424

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

Diversify Wealth Management's JPI Position: Q3 2025 in Review

Diversify Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 14,961 shares — an estimated $307K sold.

Diversify Wealth Management first reported a position in JPI in Q4 2024 and held it in 3 quarters. The position peaked at $319K in Q4 2024. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Diversify Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Diversify Wealth Management sold 14,961 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $307K.
Diversify Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2024 and held it in 3 quarters.
Diversify Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $319K in Q4 2024.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Diversify Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.