HGA
JPI

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

Hobbs Group 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
2024
Q4 		– Sell
-1,000
Closed -$20.8K – 391
2024
Q3 		$20.8K Hold
1,000
– – 0.01% 342
2024
Q2 		$19.4K Buy
+1,000
New +$19.2K 0.01% 314
2023
Q4 		$18.3K Buy
+1,000
New +$17.2K 0.01% 287

Other funds holding JPI

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hobbs Group Advisors's JPI Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2024, closing a stake of 1,000 shares — an estimated $20.8K sold.

Hobbs Group Advisors first reported a position in JPI in Q4 2023 and held it in 3 quarters. The position peaked at $20.8K in Q3 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 1,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2024, an estimated $20.8K.
  • Hobbs Group Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $20.8K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.