Kingswood Wealth Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Kingswood Wealth Advisors’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	-22,185	Closed	-$461K	–	821
2025 Q2	$461K	Sell	22,185 -285	-1%	-$5.7K	0.04%	436
2025 Q1	$442K	Sell	22,470 -25,570	-53%	-$510K	0.04%	427
2024 Q4	$942K	Buy	48,040 +21,020	+78%	+$435K	0.07%	286
2024 Q3	$554K	Hold	27,020	–	–	0.04%	432
2024 Q2	$526K	Sell	27,020 -2,300	-8%	-$44.1K	0.05%	375
2024 Q1	$564K	Hold	29,320	–	–	0.07%	320
2023 Q4	$536K	Buy	+29,320	New	+$506K	0.06%	334
2023 Q3	–	Sell	-29,320	Closed	-$492K	–	462
2023 Q2	$492K	Buy	+29,320	New	+$494K	0.16%	137

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

Kingswood Wealth Advisors's JPI Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 22,185 shares — an estimated $461K sold.

Kingswood Wealth Advisors first reported a position in JPI in Q2 2023 and held it in 8 quarters. The position peaked at $942K in Q4 2024. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Kingswood Wealth Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 22,185 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $461K.
Kingswood Wealth Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2023 and held it in 8 quarters.
Kingswood Wealth Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $942K in Q4 2024.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.