Global Retirement Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Global Retirement 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	-333	Closed	-$6.93K	–	3954
2025 Q2	$6.93K	Buy	+333	New	+$6.66K	﹤0.01%	2771
2018 Q1	–	Sell	-1,609	Closed	-$40K	–	1516
2017 Q4	$40K	Buy	+1,609	New	+$40.5K	0.01%	554

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Global Retirement Partners's JPI Position: Q3 2025 in Review

Global Retirement Partners sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 333 shares — an estimated $6.93K sold.

Global Retirement Partners first reported a position in JPI in Q4 2017 and held it in 2 quarters. The position peaked at $40K in Q4 2017. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Global Retirement Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Global Retirement Partners sold 333 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $6.93K.
Global Retirement Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2017 and held it in 2 quarters.
Global Retirement Partners's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $40K in Q4 2017.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.