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

Independent Financial 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	-38,148	Closed	-$709K	–	861
2022 Q4	$709K	Buy	38,148 +724	+2%	+$13.4K	0.06%	334
2022 Q3	$689K	Buy	37,424 +190	+0.5%	+$3.77K	0.06%	315
2022 Q2	$715K	Sell	37,234 -45	-0.1%	-$924	0.08%	293
2022 Q1	$820K	Buy	37,279 +12,384	+50%	+$288K	0.07%	303
2021 Q4	$644K	Buy	+24,895	New	+$626K	0.05%	354

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

Independent Financial Group's JPI Position: Q1 2023 in Review

Independent Financial Group sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2023, closing a stake of 38,148 shares — an estimated $709K sold.

Independent Financial Group first reported a position in JPI in Q4 2021 and held it in 5 quarters. The position peaked at $820K in Q1 2022. 66 funds tracked by Wall St. Rank hold JPI as of Q1 2023.

Independent Financial Group reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Independent Financial Group sold 38,148 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2023, an estimated $709K.
Independent Financial Group first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2021 and held it in 5 quarters.
Independent Financial Group's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $820K in Q1 2022.
66 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.