High Net Worth Advisory Group’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-1,000	Closed	-$18.6K	–	395
2022 Q4	$18.6K	Buy	1,000 +300	+43%	+$5.56K	0.01%	447
2022 Q3	$13K	Hold	700	–	–	0.01%	503
2022 Q2	$13K	Hold	700	–	–	0.01%	499
2022 Q1	$15K	Hold	700	–	–	0.01%	484
2021 Q4	$18K	Buy	+700	New	+$17.6K	0.01%	474

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

PAIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

High Net Worth Advisory Group's JPI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2023, closing a stake of 1,000 shares — an estimated $18.6K sold.

High Net Worth Advisory Group first reported a position in JPI in Q4 2021 and held it in 5 quarters. The position peaked at $18.6K in Q4 2022. 66 funds tracked by Wall St. Rank hold JPI as of Q1 2023.

High Net Worth Advisory Group reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2023, an estimated $18.6K.
High Net Worth Advisory Group first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $18.6K in Q4 2022.
66 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.