HFS
JPI

Hantz Financial Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Hantz Financial Services’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
Q2 		– Sell
-205
Closed -$4K – 1130
2023
Q1 		$4K Buy
+205
New +$3.91K ﹤0.01% 926

Other funds holding JPI

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AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Hantz Financial Services's JPI Position: Q2 2023 in Review

Hantz Financial Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2023, closing a stake of 205 shares — an estimated $4K sold.

Hantz Financial Services first reported a position in JPI in Q1 2023 and held it in 1 quarter. The position peaked at $4K in Q1 2023. 68 funds tracked by Wall St. Rank hold JPI as of Q2 2023.

  • Hantz Financial Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Hantz Financial Services sold 205 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2023, an estimated $4K.
  • Hantz Financial Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • Hantz Financial Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $4K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2023.

Based on Hantz Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.