HGERS
JPI

Householder Group Estate & Retirement Specialist’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q3 		– Sell
-250
Closed -$4K – 1252
2024
Q2 		$4K Hold
250
– – ﹤0.01% 968
2024
Q1 		$4.81K Hold
250
– – ﹤0.01% 937
2023
Q4 		$4K Buy
+250
New +$4.31K ﹤0.01% 915

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JPI Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2024, closing a stake of 250 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in JPI in Q4 2023 and held it in 3 quarters. The position peaked at $4.81K in Q1 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 250 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $4.81K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.