Herold Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-2,280	Closed	-$50.1K	–	432
2022 Q1	$50.1K	Buy	+2,280	New	+$53.1K	0.02%	379
2021 Q4	–	Sell	-2,280	Closed	-$56K	–	420
2021 Q3	$56K	Buy	+2,280	New	+$58.5K	0.02%	358

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Herold Advisors's JPI Position: Q2 2022 in Review

Herold Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2022, closing a stake of 2,280 shares — an estimated $50.1K sold.

Herold Advisors first reported a position in JPI in Q3 2021 and held it in 2 quarters. The position peaked at $56K in Q3 2021. 59 funds tracked by Wall St. Rank hold JPI as of Q2 2022.

Herold Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 2,280 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2022, an estimated $50.1K.
Herold Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2021 and held it in 2 quarters.
Herold Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $56K in Q3 2021.
59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.