KPWS
JPI

Kestra Private Wealth Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-10,230
Closed -$201K – 1539
2024
Q4 		$201K Sell
10,230
-195
-2% -$4.03K ﹤0.01% 1316
2024
Q3 		$217K Buy
10,425
+28
+0.3% +$553 ﹤0.01% 1231
2024
Q2 		$202K Sell
10,397
-1,035
-9% -$19.8K ﹤0.01% 1237
2024
Q1 		$220K Buy
11,432
+29
+0.3% +$543 0.01% 1136
2023
Q4 		$208K Buy
11,403
+64
+0.6% +$1.1K 0.01% 1094
2023
Q3 		$195K Buy
+11,339
New +$195K 0.01% 1037
2023
Q1 		– Sell
-11,637
Closed -$216K – 1075
2022
Q4 		$216K Sell
11,637
-946
-8% -$17.5K 0.01% 777
2022
Q3 		$232K Buy
12,583
+1,044
+9% +$20.7K 0.01% 731
2022
Q2 		$222K Sell
11,539
-1,421
-11% -$29.2K 0.01% 756
2022
Q1 		$285K Sell
12,960
-2,390
-16% -$55.7K 0.01% 767
2021
Q4 		$397K Buy
15,350
+24
+0.2% +$604 0.02% 663
2021
Q3 		$380K Buy
15,326
+17
+0.1% +$437 0.02% 621
2021
Q2 		$390K Buy
15,309
+25
+0.2% +$634 0.02% 579
2021
Q1 		$382K Sell
15,284
-970
-6% -$23.5K 0.03% 526
2020
Q4 		$396K Buy
16,254
+25
+0.2% +$577 0.03% 493
2020
Q3 		$357K Buy
+16,229
New +$363K 0.03% 452

Other funds holding JPI

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Private Wealth Services's JPI Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2025, closing a stake of 10,230 shares — an estimated $201K sold.

Kestra Private Wealth Services first reported a position in JPI in Q3 2020 and held it in 16 quarters. The position peaked at $397K in Q4 2021. 50 funds tracked by Wall St. Rank hold JPI as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,230 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2025, an estimated $201K.
  • Kestra Private Wealth Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2020 and held it in 16 quarters.
  • Kestra Private Wealth Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $397K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.