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

HRT Financial’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
2025 Q3	–	Sell	-12,585	Closed	-$261K	–	3275
2025 Q2	$261K	Buy	+12,585	New	+$252K	﹤0.01%	1930
2021 Q4	–	Sell	-20,100	Closed	-$498K	–	3627
2021 Q3	$498K	Buy	+20,100	New	+$516K	﹤0.01%	1988

Other funds holding JPI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HRT Financial's JPI Position: Q3 2025 in Review

HRT Financial sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 12,585 shares — an estimated $261K sold.

HRT Financial first reported a position in JPI in Q3 2021 and held it in 2 quarters. The position peaked at $498K in Q3 2021. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

HRT Financial reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
HRT Financial sold 12,585 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $261K.
HRT Financial first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2021 and held it in 2 quarters.
HRT Financial's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $498K in Q3 2021.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.