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 Q2	$461K	Sell
2025 Q1	$442K	Sell
2024 Q4	$942K	Buy
2024 Q3	$554K	Hold
2024 Q2	$526K	Sell
2024 Q1	$564K	Hold
2023 Q4	$536K	Buy
2023 Q3	–	Sell
2023 Q2	$492K	Buy