IPW
JPI

Impact Partnership Wealth’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-366
Closed -$6.28K – 978
2023
Q3 		$6.28K Buy
+366
New +$6.3K ﹤0.01% 658

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's JPI Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2023, closing a stake of 366 shares — an estimated $6.28K sold.

Impact Partnership Wealth first reported a position in JPI in Q3 2023 and held it in 1 quarter. The position peaked at $6.28K in Q3 2023. 72 funds tracked by Wall St. Rank hold JPI as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 366 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2023, an estimated $6.28K.
  • Impact Partnership Wealth first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $6.28K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.